Looking to diversify beyond RGSVX? The mutual funds below have historically moved differently from RGSVX, 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 RGSVX
9 mutual funds have low correlation with RGSVX (below 0.3), 0 of which are negatively correlated. The least correlated is Western Asset Ultra-Short Income Fund (ARMGX) (Ultrashort Bond) with a 1Y correlation of 0.09, down from 0.20 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Western Asset Ultra-Short Income Fund | 0.09 | 0.15 | 0.20 | 98 | Ultrashort Bond | RGSVX vs ARMGX | |
| Vanguard Energy Index Fund Admiral Shares | 0.16 | 0.21 | 0.33 | 71 | Energy Equities | RGSVX vs VENAX | |
| Invesco Energy Fund | 0.18 | 0.22 | 0.34 | 74 | Energy Equities | RGSVX vs FSTEX | |
| Fidelity Select Energy Portfolio | 0.18 | 0.22 | 0.33 | 87 | Energy Equities | RGSVX vs FSENX | |
| Guinness Atkinson Global Energy Fund | 0.20 | 0.24 | 0.35 | 85 | Energy Equities | RGSVX vs GAGEX |
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