Looking to diversify beyond RMBHX? The mutual funds below have historically moved differently from RMBHX, 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 RMBHX
0 mutual funds have low correlation with RMBHX (below 0.3), 0 of which are negatively correlated. The least correlated is American Growth Fund Series One (AMRGX) (Large Cap Growth Equities) with a 1Y correlation of 0.65, down from 0.83 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| American Growth Fund Series One | 0.65 | 0.76 | 0.83 | 56 | Large Cap Growth Equities | RMBHX vs AMRGX | |
| ICON Equity Fund | 0.68 | 0.70 | 0.76 | 80 | Large Cap Growth Equities | RMBHX vs IOLZX | |
| RMB International Fund | 0.69 | 0.65 | 0.71 | 72 | Foreign Small & Mid Cap Equities | RMBHX vs RMBTX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 0.71 | 0.68 | 0.73 | 76 | Foreign Large Cap Equities | RMBHX vs VTMGX | |
| Adams Diversified Equity Fund, Inc. | 0.72 | 0.79 | 0.86 | 83 | Large Cap Blend Equities | RMBHX vs ADX |
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