Looking to diversify beyond EBSIX? The mutual funds below have historically moved differently from EBSIX, 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 EBSIX
9 mutual funds have low correlation with EBSIX (below 0.3), 0 of which are negatively correlated. The least correlated is AQR Style Premia Alternative Fund - Class I (QSPIX) (Multistrategy) with a 1Y correlation of 0.07, down from 0.18 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| AQR Style Premia Alternative Fund - Class I | 0.07 | 0.12 | 0.18 | 87 | Multistrategy | EBSIX vs QSPIX | |
| T. Rowe Price Capital Appreciation Fund | 0.10 | 0.07 | -0.07 | 54 | Diversified Portfolio | EBSIX vs PRWCX | |
| BlackRock Tactical Opportunities Fund Institutiona... | 0.16 | 0.17 | 0.15 | 84 | Tactical Allocation | EBSIX vs PBAIX | |
| BlackRock Tactical Opportunities Fund | 0.18 | 0.16 | 0.15 | 81 | Multistrategy | EBSIX vs PCBAX | |
| Fidelity 500 Index Fund | 0.19 | 0.12 | -0.02 | 75 | S&P 500 | EBSIX vs FXAIX |
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