Looking to diversify beyond EEOFX? The mutual funds below have historically moved differently from EEOFX, 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 EEOFX
0 mutual funds have low correlation with EEOFX (below 0.3), 0 of which are negatively correlated. The least correlated is Pear Tree Polaris International Opportunities Fund (QISIX) (Foreign Small & Mid Cap Equities) with a 1Y correlation of 0.42, down from 0.53 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Pear Tree Polaris International Opportunities Fund | 0.42 | 0.50 | 0.53 | 53 | Foreign Small & Mid Cap Equities | EEOFX vs QISIX | |
| Pear Tree Polaris Foreign Value Fund | 0.44 | 0.51 | 0.54 | 91 | Foreign Large Cap Equities | EEOFX vs QFVOX | |
| Pear Tree Polaris Small Cap Fund | 0.52 | 0.68 | 0.71 | 81 | Small Cap Value Equities | EEOFX vs USBNX | |
| USAA Extended Market Index Fund | 0.73 | 0.79 | 0.83 | 62 | Mid Cap Growth Equities | EEOFX vs USMIX | |
| Victory Munder Mid-Cap Core Growth Fund | 0.74 | 0.76 | 0.80 | 74 | Mid Cap Growth Equities | EEOFX vs MGOYX |
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