PortfoliosLab logoPortfoliosLab logo

Looking to diversify beyond RQIIX? The mutual funds below have the lowest correlation with RQIIX — 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 RQIIX.

Best Diversifiers for RQIIX

28 mutual funds have low correlation with RQIIX (below 0.3), 1 of which are negatively correlated. The least correlated is SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund (SIFAX) (Diversified Portfolio) with a 1Y correlation of -0.04, down from 0.15 over 5 years.


See all 32 diversifiers for RQIIX

To view more results, upgrade your current subscription plan.

Low-Correlation Stock Ideas

If you're looking for individual stocks that move independently from RQIIX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to RQIIX and solid risk/return profiles. The least correlated is EPR Properties (EPR) (Real Estate) with a 1Y correlation of 0.11, roughly unchanged from 0.20 over 5 years.


SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankSector
EPR Properties0.110.180.20
52
Real Estate
Cohen & Steers Quality Income Realty Fund, Inc.0.250.330.30
60
Financial Services

Rows per page

1–2 of 2

Diversification Analysis

Build a portfolio that complements RQIIX

Add RQIIX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.

Analyze a portfolio with RQIIX