PortfoliosLab logoPortfoliosLab logo

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

Best Diversifiers for PAXS

13 mutual funds have low correlation with PAXS (below 0.3), 1 of which are negatively correlated. The least correlated is PIMCO Commodity Real Return Strategy Fund (PCRIX) (Commodities) with a 1Y correlation of -0.09, down from 0.10 over 5 years.


See all 15 diversifiers for PAXS

To view more results, upgrade your current subscription plan.

Low-Correlation Stock Ideas

If you're looking for individual stocks that move independently from PAXS, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to PAXS and solid risk/return profiles. The least correlated is Spire Inc. (SR) (Utilities) with a 1Y correlation of 0.01, down from 0.13 over 3 years.


SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankSector
Spire Inc.0.010.13
60
Utilities
Reaves Utility Income Trust0.240.26
79
Financial Services
AGNC Investment Corp.0.250.29
77
Real Estate
BlackRock Science and Technology Trust II0.310.34
96
Financial Services

Rows per page

1–4 of 4

Diversification Analysis

Build a portfolio that complements PAXS

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

Analyze a portfolio with PAXS