Looking to diversify beyond GQEFX? The mutual funds below have historically moved differently from GQEFX, 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 GQEFX
6 mutual funds have low correlation with GQEFX (below 0.3), 1 of which are negatively correlated. The least correlated is GQG Partners US Quality Dividend Income Fund (GQHPX) (Quality Factor) with a 1Y correlation of -0.12, down from 0.51 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| GQG Partners US Quality Dividend Income Fund | -0.12 | 0.36 | 0.51 | 58 | Quality Factor, Large Cap Value Equities | GQEFX vs GQHPX | |
| GMO U.S. Treasury Fund | 0.03 | 0.05 | 0.02 | 99 | Government Bonds | GQEFX vs GUSTX | |
| GMO Alternative Allocation Fund | 0.06 | 0.23 | 0.22 | 92 | Multistrategy | GQEFX vs GAAVX | |
| GMO Multi-Sector Fixed Income Fund | 0.10 | 0.17 | 0.15 | 89 | Intermediate Core-Plus Bond | GQEFX vs GUGAX | |
| GQG Partners Global Quality Dividend Income Fund | 0.11 | 0.45 | 0.56 | 68 | Quality Factor, Global Equities | GQEFX vs GQFPX |
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