Looking to diversify beyond XPRTX? The mutual funds below have the lowest correlation with XPRTX — 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 XPRTX.
Best Diversifiers for XPRTX
12 mutual funds have low correlation with XPRTX (below 0.3), 2 of which are negatively correlated. The least correlated is Federated Hermes Project and Trade Finance Tender Fund (XPTFX) (Bank Loan) with a 1Y correlation of -0.05, down from 0.06 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Federated Hermes Project and Trade Finance Tender ... | -0.05 | -0.01 | 0.06 | 84 | Bank Loan | XPRTX vs XPTFX | |
| Calamos Aksia Alternative Credit and Income Fund C... | -0.03 | — | — | 98 | Bank Loan | XPRTX vs CAPIX | |
| Invesco Small Cap Value Fund | 0.10 | 0.21 | 0.32 | 89 | Small Cap Value Equities | XPRTX vs VSCAX | |
| RiverPark Floating Rate CMBS Fund | 0.10 | 0.12 | 0.17 | 100 | Bank Loan | XPRTX vs RCRIX | |
| Invesco Nasdaq 100 Index Fund | 0.12 | 0.18 | 0.25 | 71 | Large Cap Growth Equities | XPRTX vs IVNQX |
See all 24 diversifiers for XPRTX
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