Looking to diversify beyond PCGTX? The mutual funds below have historically moved differently from PCGTX, 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 PCGTX
3 mutual funds have low correlation with PCGTX (below 0.3), 0 of which are negatively correlated. The least correlated is UBS Emerging Markets Equity Opportunity Fund (EMPTX) (Emerging Markets Equities) with a 1Y correlation of 0.13, roughly unchanged from 0.11 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| UBS Emerging Markets Equity Opportunity Fund | 0.13 | 0.11 | 0.11 | 77 | Emerging Markets Equities | PCGTX vs EMPTX | |
| PACE International Emerging Markets Equity Investm... | 0.17 | 0.14 | 0.15 | 83 | Emerging Markets Equities | PCGTX vs PCEMX | |
| PACE Large Co Value Equity Investments | 0.25 | 0.24 | 0.19 | 88 | Large Cap Value Equities | PCGTX vs PCLVX | |
| UBS US Dividend Ruler Fund | 0.33 | 0.24 | 0.22 | 57 | Large Cap Value Equities | PCGTX vs DVRUX | |
| PACE Small/Medium Co Value Equity Investments | 0.36 | 0.27 | 0.21 | 74 | Small Cap Value Equities | PCGTX vs PCSVX |
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