Looking to diversify beyond ESGEX? The mutual funds below have the lowest correlation with ESGEX — 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 ESGEX.
Best Diversifiers for ESGEX
0 mutual funds have low correlation with ESGEX (below 0.3), 0 of which are negatively correlated. The least correlated is Baron Partners Fund (BPTRX) (Large Cap Growth Equities) with a 1Y correlation of 0.56, down from 0.71 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Baron Partners Fund | 0.56 | 0.62 | 0.71 | 52 | Large Cap Growth Equities | ESGEX vs BPTRX | |
| One Rock Fund | 0.68 | 0.75 | 0.79 | 84 | Large Cap Growth Equities | ESGEX vs ONERX | |
| Adams Diversified Equity Fund, Inc. | 0.70 | 0.76 | 0.84 | 61 | Large Cap Blend Equities | ESGEX vs ADX | |
| Fidelity OTC Portfolio Class K | 0.75 | 0.77 | 0.83 | 87 | Large Cap Growth Equities | ESGEX vs FOCKX | |
| Fidelity OTC Portfolio | 0.75 | 0.77 | 0.83 | 86 | Large Cap Growth Equities | ESGEX vs FOCPX |
See all 23 diversifiers for ESGEX
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