Looking to diversify beyond NEFJX? The mutual funds below have historically moved differently from NEFJX, 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 NEFJX
0 mutual funds have low correlation with NEFJX (below 0.3), 0 of which are negatively correlated. The least correlated is DFA International Small Company Portfolio (DFISX) (Foreign Small & Mid Cap Equities) with a 1Y correlation of 0.51, down from 0.65 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA International Small Company Portfolio | 0.51 | 0.55 | 0.65 | 60 | Foreign Small & Mid Cap Equities, Small Cap Blend Equities | NEFJX vs DFISX | |
| Gateway Fund Class Y Shares | 0.52 | 0.66 | 0.75 | 64 | Options Trading | NEFJX vs GTEYX | |
| Gateway Fund | 0.52 | 0.66 | 0.75 | 62 | Options Trading | NEFJX vs GATEX | |
| Gateway Equity Call Premium Fund | 0.54 | 0.68 | 0.77 | 80 | Options Trading | NEFJX vs GCPYX | |
| Auer Growth Fund | 0.56 | 0.65 | 0.75 | 91 | Small Cap Blend Equities | NEFJX vs AUERX |
To view more results, upgrade your current subscription plan.
Build a portfolio that complements NEFJX
Add NEFJX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with NEFJX