Looking to diversify beyond EAIIX? The mutual funds below have historically moved differently from EAIIX, 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 EAIIX
4 mutual funds have low correlation with EAIIX (below 0.3), 0 of which are negatively correlated. The least correlated is DFA Two Year Global Fixed Income Portfolio (DFGFX) (Global Bonds) with a 1Y correlation of 0.18, roughly unchanged from 0.23 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA Two Year Global Fixed Income Portfolio | 0.18 | 0.06 | 0.23 | 100 | Global Bonds | EAIIX vs DFGFX | |
| T. Rowe Price International Bond Fund (USD Hedged) | 0.27 | 0.52 | 0.47 | 51 | Global Bonds | EAIIX vs TNBMX | |
| Eaton Vance Massachusetts Municipal Income Fund | 0.28 | 0.45 | 0.43 | 78 | Municipal Bonds | EAIIX vs EIMAX | |
| T. Rowe Price Global Multi-Sector Bond Fund | 0.28 | 0.55 | 0.51 | 75 | Global Bonds | EAIIX vs PRSNX | |
| SA Global Fixed Income Fund | 0.36 | 0.38 | 0.36 | 72 | Global Bonds | EAIIX vs SAXIX |
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