Looking to diversify beyond EPGFX? The mutual funds below have historically moved differently from EPGFX, 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 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 0.39, up from 0.27 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Fidelity OTC Portfolio | 0.39 | 0.27 | 0.27 | 76 | Large Cap Growth Equities | EPGFX vs FOCPX | |
| Fidelity Canada Fund | 0.59 | 0.55 | 0.54 | 66 | Foreign Large Cap Equities | EPGFX vs FICDX | |
| EuroPac International Dividend Income Fund Class A | 0.80 | 0.78 | 0.75 | 86 | Foreign Large Cap Equities, Dividend | EPGFX vs EPDPX | |
| EuroPac International Dividend Income Fund | 0.80 | 0.78 | 0.76 | 87 | Foreign Large Cap Equities | EPGFX vs EPDIX | |
| U.S. Global Investors World Precious Minerals Fund | 0.89 | 0.84 | 0.82 | 56 | Precious Metals | EPGFX vs UNWPX |
Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for EPGFX, 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 Occidental Petroleum Corporation (OXY) (Energy) with a 1Y correlation of -0.08, down from 0.18 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Occidental Petroleum Corporation | -0.08 | 0.08 | 0.18 | 70 | Energy | |
| The Coca-Cola Company | -0.08 | 0.03 | 0.11 | 90 | Consumer Defensive | |
| Monster Beverage Corporation | 0.10 | 0.09 | 0.13 | 94 | Consumer Defensive | |
| Mitsubishi Corp | 0.16 | 0.20 | 0.19 | 84 | Industrials | |
| Nebius Group N.V. | 0.17 | — | — | 92 | Communication Services |
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