Looking to diversify beyond PCFIX? The mutual funds below have historically moved differently from PCFIX, 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 PCFIX
2 mutual funds have low correlation with PCFIX (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 -0.02, down from 0.24 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| PIMCO Commodity Real Return Strategy Fund | -0.02 | 0.10 | 0.24 | 69 | Commodities | PCFIX vs PCRIX | |
| PIMCO RAE PLUS EMG Fund | 0.26 | 0.30 | 0.32 | 62 | Emerging Markets Equities | PCFIX vs PEFIX | |
| Aegis Value Fund Class I | 0.40 | 0.49 | 0.60 | 94 | Small Cap Value Equities | PCFIX vs AVALX | |
| PIMCO StocksPLUS International Fund (Unhedged) | 0.42 | 0.40 | 0.42 | 56 | Foreign Large Cap Equities | PCFIX vs PSKIX | |
| PIMCO Income Fund Institutional Class | 0.44 | 0.34 | 0.35 | 52 | Multisector Bonds | PCFIX vs PIMIX |
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