PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan

EuroPac Gold Fund (EPGFX) Diversifiers

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

Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in the securities of gold companies located in Europe and the Pacific Rim. The fund's advisor defines securities of gold companies as equity securities of companies that derive at least 50% of gross revenue or profit from mining, processing, or dealing and investing in gold, as well as companies whose primary business is exploring for gold or that provide services to the gold industry. It may invest up to 15% of its net assets in private placements and other restricted securities.

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

Best Diversifiers for EPGFX

0 mutual funds have low correlation with EPGFX (below 0.3), 0 of which are negatively correlated. The least correlated is Fidelity OTC Portfolio (FOCPX) (Large Cap Growth Equities) with a 1Y correlation of 0.33, roughly unchanged from 0.26 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
FOCPX
Fidelity OTC Portfolio0.330.270.26
92
Large Cap Growth EquitiesEPGFX vs FOCPX
RYOCX
Rydex NASDAQ-100 Fund Investor Class0.370.280.26
65
Large Cap Growth EquitiesEPGFX vs RYOCX
EPDPX
EuroPac International Dividend Income Fund Class A0.780.780.75
74
Foreign Large Cap Equities, DividendEPGFX vs EPDPX
EPDIX
EuroPac International Dividend Income Fund0.790.780.75
75
Foreign Large Cap EquitiesEPGFX vs EPDIX

Rows per page

1–4 of 4

Low-Correlation Stock Ideas

If you're looking for individual stocks that move independently from EPGFX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to EPGFX and solid risk/return profiles. The least correlated is The Coca-Cola Company (KO) (Consumer Defensive) with a 1Y correlation of -0.05, down from 0.12 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankSector
KO
The Coca-Cola Company-0.050.040.12
74
Consumer Defensive
MNST
Monster Beverage Corporation0.110.090.13
85
Consumer Defensive
NBIS
Nebius Group N.V.0.14——
96
Communication Services
AXP
American Express Company0.150.170.22
56
Financial Services
MSBHF
Mitsubishi Corp0.160.210.19
81
Industrials
See all 14 low-correlation stocks for EPGFX

To view more results, upgrade your current subscription plan.

Diversification Analysis

Build a portfolio that complements EPGFX

Add EPGFX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.

Analyze a portfolio with EPGFX