Looking to diversify beyond EKVAX? The mutual funds below have historically moved differently from EKVAX, 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 EKVAX
14 mutual funds have low correlation with EKVAX (below 0.3), 0 of which are negatively correlated. The least correlated is DFA California Municipal Real Return Portfolio (DCARX) (Municipal Bonds) with a 1Y correlation of 0.03, down from 0.22 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA California Municipal Real Return Portfolio | 0.03 | 0.16 | 0.22 | 89 | Municipal Bonds | EKVAX vs DCARX | |
| DFA Municipal Real Return Portfolio | 0.04 | 0.21 | 0.24 | 92 | Municipal Bonds | EKVAX vs DMREX | |
| Allspring Diversified Capital Builder Fund | 0.12 | 0.09 | 0.08 | 88 | Diversified Portfolio | EKVAX vs EKBAX | |
| Allspring Disciplined U.S. Core Fund | 0.17 | 0.11 | 0.09 | 63 | Large Cap Blend Equities | EKVAX vs EVSAX | |
| Allspring Small Company Value Fund | 0.19 | 0.13 | 0.08 | 74 | Small Cap Value Equities | EKVAX vs SCVAX |
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