Looking to diversify beyond EQPGX? The mutual funds below have the lowest correlation with EQPGX — 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 EQPGX.
Best Diversifiers for EQPGX
1 mutual funds have low correlation with EQPGX (below 0.3), 0 of which are negatively correlated. The least correlated is Principal Diversified Real Asset Fund (PDRDX) (Global Allocation) with a 1Y correlation of 0.29, down from 0.52 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Principal Diversified Real Asset Fund | 0.29 | 0.41 | 0.52 | 73 | Global Allocation | EQPGX vs PDRDX | |
| Emerald Insights Fund | 0.35 | 0.78 | 0.86 | 99 | Large Cap Growth Equities | EQPGX vs EFCNX | |
| ICON Equity Fund | 0.63 | 0.62 | 0.72 | 76 | Large Cap Growth Equities | EQPGX vs IOLZX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 0.68 | 0.68 | 0.73 | 52 | Large Cap Growth Equities, Foreign Large Cap Equities | EQPGX vs VTMGX | |
| Adams Diversified Equity Fund, Inc. | 0.72 | 0.75 | 0.81 | 73 | Large Cap Growth Equities | EQPGX vs ADX |
See all 34 diversifiers for EQPGX
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