Looking to diversify beyond EXCPX? The mutual funds below have historically moved differently from EXCPX, 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 EXCPX
9 mutual funds have low correlation with EXCPX (below 0.3), 2 of which are negatively correlated. The least correlated is Artisan Global Unconstrained Fund (APFPX) (Nontraditional Bonds) with a 1Y correlation of -0.19, up from -0.30 over 3 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Artisan Global Unconstrained Fund | -0.19 | -0.30 | — | 99 | Nontraditional Bonds | EXCPX vs APFPX | |
| Victory Pioneer Cat Bond Fund Class Y | -0.02 | 0.04 | 0.04 | 100 | Nontraditional Bonds | EXCPX vs CBYYX | |
| Putnam Mortgage Opportunities Fund | 0.03 | -0.04 | -0.04 | 88 | Nontraditional Bonds | EXCPX vs PMOTX | |
| Cliffwater Enhanced Lending Fund | 0.05 | 0.06 | 0.04 | 100 | Nontraditional Bonds | EXCPX vs CELFX | |
| PGIM Securitized Credit Fund | 0.06 | 0.00 | 0.01 | 100 | Nontraditional Bonds | EXCPX vs SCFZX |
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