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
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 0.52 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Principal Diversified Real Asset Fund | 0.30 | 0.41 | 0.52 | 58 | Global Allocation | EQPGX vs PDRDX | |
| Baron Partners Fund | 0.48 | 0.59 | 0.68 | 52 | Large Cap Growth Equities | EQPGX vs BPTRX | |
| ICON Equity Fund | 0.64 | 0.63 | 0.73 | 85 | Large Cap Growth Equities | EQPGX vs IOLZX | |
| Davis New York Venture Fund Class Y | 0.65 | 0.72 | 0.77 | 80 | Large Cap Growth Equities | EQPGX vs DNVYX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 0.70 | 0.69 | 0.73 | 65 | Foreign Large Cap Equities | EQPGX vs VTMGX |
See all 37 diversifiers for EQPGX
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