Looking to diversify beyond EPGAX? The mutual funds below have historically moved differently from EPGAX, 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 EPGAX
0 mutual funds have low correlation with EPGAX (below 0.3), 0 of which are negatively correlated. The least correlated is Invesco Comstock Fund (ACSTX) (Large Cap Value Equities) with a 1Y correlation of 0.44, down from 0.64 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Invesco Comstock Fund | 0.44 | 0.55 | 0.64 | 83 | Large Cap Value Equities | EPGAX vs ACSTX | |
| Davis New York Venture Fund Class Y | 0.62 | 0.71 | 0.77 | 90 | Large Cap Growth Equities | EPGAX vs DNVYX | |
| ICON Equity Fund | 0.68 | 0.64 | 0.73 | 80 | Large Cap Growth Equities | EPGAX vs IOLZX | |
| Fidelity International Index Fund | 0.68 | 0.64 | 0.70 | 70 | Foreign Large Cap Equities | EPGAX vs FSPSX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 0.72 | 0.68 | 0.73 | 76 | Foreign Large Cap Equities | EPGAX vs VTMGX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for EPGAX, 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 Kinder Morgan, Inc. (KMI) (Energy) with a 1Y correlation of -0.13, down from 0.24 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Kinder Morgan, Inc. | -0.13 | 0.10 | 0.24 | 72 | Energy | |
| UnitedHealth Group Incorporated | 0.13 | 0.03 | 0.19 | 86 | Healthcare | |
| Precigen, Inc. | 0.19 | 0.30 | 0.38 | 96 | Healthcare |
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