Looking to diversify beyond GQEIX? The mutual funds below have historically moved differently from GQEIX, 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 GQEIX
195 mutual funds have low correlation with GQEIX (below 0.3), 165 of which are negatively correlated. The least correlated is Fidelity OTC Portfolio (FOCPX) (Large Cap Growth Equities) with a 1Y correlation of -0.37, down from 0.54 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Fidelity OTC Portfolio | -0.37 | 0.41 | 0.54 | 76 | Large Cap Growth Equities | GQEIX vs FOCPX | |
| PRIMECAP Odyssey Growth Fund | -0.28 | 0.38 | 0.53 | 89 | Large Cap Blend Equities | GQEIX vs POGRX | |
| Payson Total Return Fund | -0.27 | 0.44 | 0.60 | 63 | Large Cap Blend Equities | GQEIX vs PBFDX | |
| Voya Russell Large Cap Index Portfolio | -0.23 | 0.46 | 0.61 | 51 | Large Cap Blend Equities | GQEIX vs IIRLX | |
| Vanguard PRIMECAP Fund Admiral Shares | -0.23 | 0.42 | 0.57 | 90 | Large Cap Blend Equities | GQEIX vs VPMAX |
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