Looking to diversify beyond RCS? The mutual funds below have historically moved differently from RCS, which may reduce portfolio volatility when combined in a suitable allocation. The stock ideas table highlights individual companies with the same low-correlation characteristics. Correlation can change and does not guarantee that one asset will rise when another falls.
Best Diversifiers for RCS
13 mutual funds have low correlation with RCS (below 0.3), 1 of which are negatively correlated. The least correlated is PIMCO Commodity Real Return Strategy Fund (PCRIX) (Commodities) with a 1Y correlation of -0.09, down from 0.07 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| PIMCO Commodity Real Return Strategy Fund | -0.09 | 0.01 | 0.07 | 69 | Commodities | RCS vs PCRIX | |
| GMO Multi-Sector Fixed Income Fund | 0.01 | 0.15 | 0.18 | 90 | Intermediate Core-Plus Bond | RCS vs GUGAX | |
| AAMA Income Fund | 0.03 | 0.11 | 0.14 | 81 | Intermediate Core-Plus Bond | RCS vs AMFIX | |
| Archer Income Fund | 0.06 | 0.14 | 0.21 | 59 | Intermediate Core-Plus Bond | RCS vs ARINX | |
| Western Asset SMASh Series M Fund | 0.07 | 0.15 | 0.15 | 54 | Intermediate Core-Plus Bond | RCS vs LMSMX |
To view more results, upgrade your current subscription plan.
Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for RCS, and a Risk / Return Rank of 50 or higher. Treat them as research candidates rather than evidence that they will offset a future decline. The least correlated is AGNC Investment Corp. (AGNC) (Real Estate) with a 1Y correlation of 0.10, down from 0.27 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| AGNC Investment Corp. | 0.10 | 0.21 | 0.27 | 79 | Real Estate |
Build a portfolio that complements RCS
Add RCS to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with RCS