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Fiera Capital U.S. Equity Long-Term Quality Fund (FCUEX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 4, 2026

The investment seeks to achieve long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of companies located in the United States. The Adviser employs a bottom-up stock selection approach which results in a portfolio generally ranging from 20 to 45 companies. A bottom-up stock selection approach focuses on the analysis of individual stocks (microeconomic factors) as opposed to the significance of economic cycles and market cycles (macroeconomic factors). The fund is non-diversified.

Looking to diversify beyond FCUEX? The mutual funds below have the lowest correlation with FCUEX — 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 FCUEX.

Best Diversifiers for FCUEX

0 mutual funds have low correlation with FCUEX (below 0.3), 0 of which are negatively correlated. The least correlated is Goldman Sachs Strategic Volatility Premium Fund (SVPFX) (Large Cap Blend Equities) with a 1Y correlation of 0.33, up from 0.17 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
SVPFX
Goldman Sachs Strategic Volatility Premium Fund0.330.160.17
73
Large Cap Blend EquitiesFCUEX vs SVPFX
ORDNX
North Square Preferred and Income Securities Fund0.400.310.40
72
Large Cap Blend EquitiesFCUEX vs ORDNX
SGOIX
First Eagle Overseas Fund Class I0.560.550.61
57
Large Cap Blend Equities, Foreign Large Cap EquitiesFCUEX vs SGOIX
DHAMX
Centre American Select Equity Fund0.570.710.71
92
Large Cap Blend EquitiesFCUEX vs DHAMX
PAGRX
Permanent Portfolio Aggressive Growth Portfolio0.580.640.72
81
Large Cap Blend EquitiesFCUEX vs PAGRX
See all 31 diversifiers for FCUEX

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