Looking to diversify beyond EPGIX? The mutual funds below have the lowest correlation with EPGIX — 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 EPGIX.
Best Diversifiers for EPGIX
0 mutual funds have low correlation with EPGIX (below 0.3), 0 of which are negatively correlated. The least correlated is Vanguard Global Capital Cycles Fund (VGPMX) (Global Equities) with a 1Y correlation of 0.68, roughly unchanged from 0.67 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Vanguard Global Capital Cycles Fund | 0.68 | 0.68 | 0.67 | 89 | Global Equities | EPGIX vs VGPMX |
Low-Correlation Stock Ideas
If you're looking for individual stocks that move independently from EPGIX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to EPGIX and solid risk/return profiles. The least correlated is AngloGold Ashanti Limited (AU) (Basic Materials) with a 1Y correlation of 0.85, roughly unchanged from 0.80 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| AngloGold Ashanti Limited | 0.85 | 0.80 | 0.80 | 79 | Basic Materials |
Build a portfolio that complements EPGIX
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Analyze a portfolio with EPGIX