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Looking to diversify beyond GERIX? The mutual funds below have historically moved differently from GERIX, 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 GERIX

6 mutual funds have low correlation with GERIX (below 0.3), 0 of which are negatively correlated. The least correlated is Goldman Sachs GQG Partners International Opportunities Fund Class R6 (GSIYX) (Foreign Large Cap Equities) with a 1Y correlation of 0.19, down from 0.61 over 5 years.

How candidates are selected

Diversification Analysis

Build a portfolio that complements GERIX

Add GERIX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.

Analyze a portfolio with GERIX