Looking to diversify beyond PBFDX? The mutual funds below have the lowest correlation with PBFDX — 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 PBFDX.
Best Diversifiers for PBFDX
1 mutual funds have low correlation with PBFDX (below 0.3), 0 of which are negatively correlated. The least correlated is Goldman Sachs Strategic Volatility Premium Fund (SVPFX) (Large Cap Blend Equities) with a 1Y correlation of 0.22, up from 0.10 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 0.22 | 0.09 | 0.10 | 73 | Large Cap Blend Equities | PBFDX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 0.48 | 0.30 | 0.39 | 72 | Large Cap Blend Equities | PBFDX vs ORDNX | |
| Rock Oak Core Growth Fund | 0.55 | 0.65 | 0.76 | 56 | Large Cap Blend Equities | PBFDX vs RCKSX | |
| First Eagle Overseas Fund Class I | 0.58 | 0.55 | 0.62 | 57 | Large Cap Blend Equities, Foreign Large Cap Equities | PBFDX vs SGOIX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 0.61 | 0.75 | 0.84 | 91 | Large Cap Blend Equities | PBFDX vs RESGX |
See all 40 diversifiers for PBFDX
To view more results, upgrade your current subscription plan.
Diversification Analysis
Build a portfolio that complements PBFDX
Add PBFDX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with PBFDX