Looking to diversify beyond RGSVX? The mutual funds below have the lowest correlation with RGSVX — they tend to move on their own, which can help reduce risk when the rest of your portfolio drops. The stock ideas table highlights individual companies that behave independently from RGSVX.
Best Diversifiers for RGSVX
10 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 0.10, roughly unchanged from 0.20 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Western Asset Ultra-Short Income Fund | 0.10 | 0.17 | 0.20 | 98 | Ultrashort Bond | RGSVX vs ARMGX | |
| Fidelity Select Energy Portfolio | 0.14 | 0.22 | 0.33 | 70 | Energy Equities | RGSVX vs FSENX | |
| Guinness Atkinson Global Energy Fund | 0.18 | 0.24 | 0.36 | 66 | Energy Equities | RGSVX vs GAGEX | |
| NXG Cushing® Midstream Energy Fund | 0.20 | 0.22 | 0.34 | 77 | Energy Equities | RGSVX vs SRV | |
| Rydex Energy Fund | 0.22 | 0.29 | 0.39 | 58 | Energy Equities | RGSVX vs RYEIX |
See all 32 diversifiers for RGSVX
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