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Fort Pitt Capital Total Return Fund (FPCGX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jul 14, 2026

The fund will invest primarily in common stocks of large and mid-sized U.S. companies that the fund's Advisor considers to be profitable and which have returns on equity near or higher than their peers, and the Advisor believes are undervalued as measured by price-to-earnings ("P/E") ratio. The percentage of assets allocated between equity and fixed income securities is flexible rather than fixed.

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

Best Diversifiers for FPCGX

1 mutual funds have low correlation with FPCGX (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 0.24, up from 0.09 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
SVPFX
Goldman Sachs Strategic Volatility Premium Fund0.240.110.09
95
Large Cap Blend EquitiesFPCGX vs SVPFX
ORDNX
North Square Preferred and Income Securities Fund0.430.320.40
68
Large Cap Blend EquitiesFPCGX vs ORDNX
SGOIX
First Eagle Overseas Fund Class I0.570.570.63
61
Large Cap Blend Equities, Foreign Large Cap EquitiesFPCGX vs SGOIX
FSELX
Fidelity Select Semiconductors Portfolio0.620.710.76
92
Semiconductors, Technology EquitiesFPCGX vs FSELX
RCKSX
Rock Oak Core Growth Fund0.630.740.82
80
Large Cap Blend EquitiesFPCGX vs RCKSX
See all 35 diversifiers for FPCGX

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Low-Correlation Stock Ideas

If you're looking for individual stocks that move independently from FPCGX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to FPCGX and solid risk/return profiles. The least correlated is Berkshire Hathaway Inc. (BRK-B) (Financial Services) with a 1Y correlation of 0.04, down from 0.51 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankSector
BRK-B
Berkshire Hathaway Inc.0.040.320.51
53
Financial Services

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