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Fidelity Advisor Equity Growth Fund Class A (EPGAX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 23, 2026

The fund normally invests at least 80% of its assets in equity securities. It invests primarily in common stocks. The fund invests in companies the advisor believes have above-average growth potential (stocks of these companies are often called "growth" stocks). It invests in domestic and foreign issuers. The advisor uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.

Looking to diversify beyond EPGAX? The mutual funds below have the lowest correlation with EPGAX — 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 EPGAX.

Best Diversifiers for EPGAX

0 mutual funds have low correlation with EPGAX (below 0.3), 0 of which are negatively correlated. The least correlated is Baron Partners Fund (BPTRX) (Large Cap Growth Equities) with a 1Y correlation of 0.49, down from 0.68 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
BPTRX
Baron Partners Fund0.490.590.68
72
Large Cap Growth EquitiesEPGAX vs BPTRX
ACSTX
Invesco Comstock Fund0.490.570.65
60
Large Cap Value EquitiesEPGAX vs ACSTX
IOLZX
ICON Equity Fund0.640.630.73
84
Large Cap Growth EquitiesEPGAX vs IOLZX
DNVYX
Davis New York Venture Fund Class Y0.650.720.77
80
Large Cap Growth EquitiesEPGAX vs DNVYX
VTMGX
Vanguard Developed Markets Index Fund Admiral Shar...0.700.680.73
61
Foreign Large Cap EquitiesEPGAX vs VTMGX
See all 40 diversifiers for EPGAX

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Low-Correlation Stock Ideas

If you're looking for individual stocks that move independently from EPGAX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to EPGAX and solid risk/return profiles. The least correlated is Kinder Morgan, Inc. (KMI) (Energy) with a 1Y correlation of -0.05, down from 0.26 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankSector
KMI
Kinder Morgan, Inc.-0.050.130.26
71
Energy
UNH
UnitedHealth Group Incorporated0.150.040.18
68
Healthcare

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