Looking to diversify beyond EKSAX? The mutual funds below have the lowest correlation with EKSAX — they tend to move on their own, which can help reduce risk when the rest of your portfolio drops. The stock ideas table highlights individual companies that behave independently from EKSAX.
Best Diversifiers for EKSAX
2 mutual funds have low correlation with EKSAX (below 0.3), 0 of which are negatively correlated. The least correlated is MH Elite Small Cap Fund of Funds Fund (MHELX) (Diversified Portfolio) with a 1Y correlation of 0.11, down from 0.49 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| MH Elite Small Cap Fund of Funds Fund | 0.11 | 0.20 | 0.49 | 67 | Diversified Portfolio | EKSAX vs MHELX | |
| Allspring Ultra Short-Term Income Fund | 0.17 | 0.15 | 0.21 | 98 | Ultrashort Bond | EKSAX vs SADIX | |
| Concorde Wealth Management Fund | 0.35 | 0.54 | 0.64 | 55 | Diversified Portfolio | EKSAX vs CONWX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 0.37 | 0.53 | 0.59 | 88 | Diversified Portfolio | EKSAX vs FIQDX | |
| Fidelity Strategic Real Return Fund Class K6 | 0.38 | 0.54 | 0.60 | 88 | Diversified Portfolio | EKSAX vs FSRKX |
See all 31 diversifiers for EKSAX
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