Looking to diversify beyond EQPGX? The mutual funds below have historically moved differently from EQPGX, 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 EQPGX
0 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 0.30, down from 0.51 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Principal Diversified Real Asset Fund | 0.30 | 0.40 | 0.51 | 87 | Global Allocation | EQPGX vs PDRDX | |
| Fidelity Advisor Health Care Fund Class I | 0.34 | 0.50 | 0.64 | 69 | Health & Biotech Equities | EQPGX vs FHCIX | |
| Davis New York Venture Fund Class Y | 0.62 | 0.71 | 0.77 | 90 | Large Cap Growth Equities | EQPGX vs DNVYX | |
| ICON Equity Fund | 0.69 | 0.64 | 0.73 | 80 | Large Cap Growth Equities | EQPGX vs IOLZX | |
| Fidelity International Index Fund | 0.69 | 0.64 | 0.70 | 70 | Foreign Large Cap Equities | EQPGX vs FSPSX |
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