Looking to diversify beyond EXCPX? The mutual funds below have the lowest correlation with EXCPX — 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 EXCPX.
Best Diversifiers for EXCPX
8 mutual funds have low correlation with EXCPX (below 0.3), 1 of which are negatively correlated. The least correlated is Artisan Global Unconstrained Fund (APFPX) (Nontraditional Bonds) with a 1Y correlation of -0.12, up from -0.33 over 3 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Artisan Global Unconstrained Fund | -0.12 | -0.33 | — | 99 | Nontraditional Bonds | EXCPX vs APFPX | |
| Victory Pioneer Cat Bond Fund Class Y | 0.02 | 0.05 | 0.05 | 100 | Nontraditional Bonds | EXCPX vs CBYYX | |
| PGIM Securitized Credit Fund | 0.04 | -0.01 | 0.01 | 99 | Nontraditional Bonds | EXCPX vs SCFZX | |
| Putnam Mortgage Opportunities Fund | 0.10 | -0.02 | -0.04 | 66 | Nontraditional Bonds | EXCPX vs PMOTX | |
| Dunham Long/Short Credit Fund | 0.13 | 0.02 | 0.03 | 93 | Nontraditional Bonds | EXCPX vs DCAIX |
See all 14 diversifiers for EXCPX
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