Looking to diversify beyond PBPNX? The mutual funds below have the lowest correlation with PBPNX — 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 PBPNX.
Best Diversifiers for PBPNX
0 mutual funds have low correlation with PBPNX (below 0.3), 0 of which are negatively correlated. The least correlated is PIMCO RAE US Small Fund (PMJIX) (Small Cap Value Equities) with a 1Y correlation of 0.71, roughly unchanged from 0.73 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| PIMCO RAE US Small Fund | 0.71 | 0.72 | 0.73 | 72 | Small Cap Value Equities | PBPNX vs PMJIX | |
| Dimensional Retirement Income Fund | 0.85 | 0.90 | 0.86 | 77 | Target Retirement Date | PBPNX vs TDIFX | |
| Dimensional 2060 Target Date Retirement Income Fun... | 0.86 | 0.87 | 0.91 | 81 | Target Retirement Date | PBPNX vs DRILX | |
| Dimensional 2065 Target Date Retirement Income Fun... | 0.86 | 0.86 | 0.90 | 81 | Target Retirement Date | PBPNX vs DTDRX | |
| Dimensional 2055 Target Date Retirement Income Fun... | 0.86 | 0.87 | 0.91 | 80 | Target Retirement Date | PBPNX vs DRIKX |
See all 56 diversifiers for PBPNX
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