Looking to diversify beyond FERCX? The mutual funds below have historically moved differently from FERCX, 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 FERCX
0 mutual funds have low correlation with FERCX (below 0.3), 0 of which are negatively correlated. The least correlated is DFA Japanese Small Company Portfolio (DFJSX) (Japan Equities) with a 1Y correlation of 0.47, roughly unchanged from 0.47 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA Japanese Small Company Portfolio | 0.47 | 0.44 | 0.47 | 69 | Japan Equities, Asia Pacific Equities | FERCX vs DFJSX | |
| Fidelity SAI Japan Stock Index Fund | 0.64 | 0.57 | 0.57 | 62 | Japan Equities, Asia Pacific Equities | FERCX vs FSJPX | |
| Fidelity International Index Fund | 0.66 | 0.63 | 0.66 | 70 | Foreign Large Cap Equities | FERCX vs FSPSX | |
| T. Rowe Price China Evolution Equity Fund | 0.66 | 0.68 | 0.74 | 69 | China Equities, Asia Pacific Equities | FERCX vs TRCLX | |
| Fidelity 500 Index Fund | 0.69 | 0.63 | 0.62 | 64 | S&P 500 | FERCX vs FXAIX |
To view more results, upgrade your current subscription plan.
Build a portfolio that complements FERCX
Add FERCX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with FERCX