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

11 mutual funds have low correlation with EIRRX (below 0.3), 0 of which are negatively correlated. The least correlated is Eaton Vance Emerging Markets Debt Opportunities Fund (EELDX) (Emerging Markets Bonds) with a 1Y correlation of 0.07, roughly unchanged from 0.04 over 5 years.

How candidates are selected

Low-Correlation Stock Ideas

The table shows companies with at least $1B in market capitalization, historical correlation data for EIRRX, 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 ConocoPhillips Company (COP) (Energy) with a 1Y correlation of -0.05, down from 0.17 over 5 years.

How candidates are selected

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankSector
ConocoPhillips Company-0.050.070.17
72
Energy
Berkshire Hathaway Inc.0.020.050.13
61
Financial Services
Caterpillar Inc.0.030.100.15
92
Industrials
Cummins Inc.0.090.070.09
92
Industrials
Amazon.com, Inc0.150.110.16
60
Consumer Cyclical

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