Looking to diversify beyond XCIIX? The mutual funds below have the lowest correlation with XCIIX — 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 XCIIX.
Best Diversifiers for XCIIX
1 mutual funds have low correlation with XCIIX (below 0.3), 0 of which are negatively correlated. The least correlated is The Covered Bridge Fund (TCBIX) (Derivative Income) with a 1Y correlation of 0.27, down from 0.63 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| The Covered Bridge Fund | 0.27 | 0.44 | 0.63 | 59 | Derivative Income | XCIIX vs TCBIX | |
| BlackRock Global Equity Market Neutral Fund Class ... | 0.38 | 0.24 | 0.15 | 96 | Equity Market Neutral | XCIIX vs BDMIX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | 0.38 | 0.31 | 0.17 | 51 | Systematic Trend | XCIIX vs ASFYX | |
| Vanguard Tax-Managed Small-Cap Fund Admiral Shares | 0.49 | 0.64 | 0.75 | 68 | Small Cap Blend Equities | XCIIX vs VTMSX | |
| BlackRock High Equity Income Fund Class A | 0.54 | 0.62 | 0.74 | 62 | Derivative Income | XCIIX vs BMEAX |
See all 20 diversifiers for XCIIX
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