Looking to diversify beyond EMSQX? The mutual funds below have historically moved differently from EMSQX, 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 EMSQX
4 mutual funds have low correlation with EMSQX (below 0.3), 0 of which are negatively correlated. The least correlated is Goldman Sachs GQG Partners International Opportunities Fund Class R6 (GSIYX) (Foreign Large Cap Equities) with a 1Y correlation of 0.04, down from 0.45 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Goldman Sachs GQG Partners International Opportuni... | 0.04 | 0.32 | 0.45 | 56 | Foreign Large Cap Equities, Emerging Markets Equities | EMSQX vs GSIYX | |
| The Cook & Bynum Fund | 0.12 | 0.28 | 0.37 | 66 | Emerging Markets Equities | EMSQX vs COBYX | |
| Green California Tax-Free Income Fund | 0.21 | 0.13 | 0.14 | 67 | Municipal Bonds | EMSQX vs CFNTX | |
| Shelton Tactical Credit Fund | 0.27 | 0.23 | 0.27 | 65 | Nontraditional Bonds | EMSQX vs DEBTX | |
| Shelton Equity Income Fund | 0.33 | 0.35 | 0.44 | 55 | Derivative Income | EMSQX vs EQTIX |
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