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Looking to diversify beyond EICOX? The mutual funds below have historically moved differently from EICOX, 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 EICOX

6 mutual funds have low correlation with EICOX (below 0.3), 1 of which are negatively correlated. The least correlated is Federated Hermes MDT Market Neutral A (QAMNX) (Long-Short) with a 1Y correlation of -0.12, roughly unchanged from -0.05 over 3 years.

How candidates are selected

Low-Correlation Stock Ideas

The table shows companies with at least $1B in market capitalization, historical correlation data for EICOX, and a Risk / Return Rank of 50 or higher. Treat them as research candidates rather than evidence that they will offset a future decline. The least correlated is Exxon Mobil Corporation (XOM) (Energy) with a 1Y correlation of -0.17, down from 0.12 over 5 years.

How candidates are selected

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankSector
Exxon Mobil Corporation-0.17-0.000.12
84
Energy
The TJX Companies, Inc.-0.080.150.25
83
Consumer Cyclical
Merck & Co., Inc.-0.04-0.03-0.00
96
Healthcare
Visa Inc.-0.010.150.30
53
Financial Services
Amgen Inc.0.020.140.15
80
Healthcare
See all 14 low-correlation stocks for EICOX

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