Looking to diversify beyond YCGEX? The mutual funds below have historically moved differently from YCGEX, 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 YCGEX
9 mutual funds have low correlation with YCGEX (below 0.3), 0 of which are negatively correlated. The least correlated is Archer Multi Cap Fund (ALSMX) (Large Cap Blend Equities) with a 1Y correlation of 0.17, down from 0.70 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Archer Multi Cap Fund | 0.17 | 0.54 | 0.70 | 67 | Large Cap Blend Equities | YCGEX vs ALSMX | |
| PRIMECAP Odyssey Growth Fund | 0.18 | 0.53 | 0.70 | 89 | Large Cap Blend Equities | YCGEX vs POGRX | |
| Vanguard PRIMECAP Core Fund | 0.22 | 0.56 | 0.72 | 92 | Large Cap Blend Equities, Actively Managed | YCGEX vs VPCCX | |
| Centre American Select Equity Fund | 0.22 | 0.55 | 0.64 | 87 | Large Cap Blend Equities | YCGEX vs DHAMX | |
| Vanguard PRIMECAP Fund Admiral Shares | 0.23 | 0.56 | 0.73 | 90 | Large Cap Blend Equities | YCGEX vs VPMAX |
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