Looking to diversify beyond RPIEX? The mutual funds below have the lowest correlation with RPIEX — 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 RPIEX.
Best Diversifiers for RPIEX
35 mutual funds have low correlation with RPIEX (below 0.3), 13 of which are negatively correlated. The least correlated is GMO Opportunistic Income Fund (GMODX) (Nontraditional Bonds) with a 1Y correlation of -0.31, roughly unchanged from -0.30 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| GMO Opportunistic Income Fund | -0.31 | -0.28 | -0.30 | 97 | Nontraditional Bonds | RPIEX vs GMODX | |
| MainStay MacKay Strategic Bond Fund | -0.19 | -0.29 | -0.35 | 77 | Nontraditional Bonds | RPIEX vs MASAX | |
| Regan Total Return Income Fund | -0.19 | -0.26 | -0.28 | 86 | Nontraditional Bonds | RPIEX vs RCTRX | |
| Semper MBS Total Return Fund | -0.15 | -0.21 | -0.18 | 73 | Nontraditional Bonds | RPIEX vs SEMPX | |
| Putnam Mortgage Opportunities Fund | -0.13 | -0.03 | -0.03 | 64 | Nontraditional Bonds | RPIEX vs PMOTX |
See all 36 diversifiers for RPIEX
To view more results, upgrade your current subscription plan.
Diversification Analysis
Build a portfolio that complements RPIEX
Add RPIEX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with RPIEX