Looking to diversify beyond EPIBX? The mutual funds below have historically moved differently from EPIBX, 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 EPIBX
1 mutual funds have low correlation with EPIBX (below 0.3), 0 of which are negatively correlated. The least correlated is DFA Two Year Global Fixed Income Portfolio (DFGFX) (Global Bonds) with a 1Y correlation of 0.18, roughly unchanged from 0.19 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA Two Year Global Fixed Income Portfolio | 0.18 | 0.06 | 0.19 | 100 | Global Bonds | EPIBX vs DFGFX | |
| T. Rowe Price International Bond Fund (USD Hedged) | 0.35 | 0.31 | 0.32 | 51 | Global Bonds | EPIBX vs TNBMX | |
| T. Rowe Price Global Multi-Sector Bond Fund | 0.37 | 0.34 | 0.39 | 75 | Global Bonds | EPIBX vs PRSNX | |
| SA Global Fixed Income Fund | 0.46 | 0.31 | 0.29 | 72 | Global Bonds | EPIBX vs SAXIX | |
| DFA Five Year Global Fixed Income Portfolio | 0.46 | 0.20 | 0.26 | 81 | Global Bonds | EPIBX vs DFGBX |
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