Looking to diversify beyond PEPFX? The mutual funds below have the lowest correlation with PEPFX — 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 PEPFX.
Best Diversifiers for PEPFX
1 mutual funds have low correlation with PEPFX (below 0.3), 0 of which are negatively correlated. The least correlated is PIMCO Commodity Real Return Strategy Fund (PCRIX) (Commodities) with a 1Y correlation of 0.23, roughly unchanged from 0.32 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| PIMCO Commodity Real Return Strategy Fund | 0.23 | 0.33 | 0.32 | 75 | Commodities | PEPFX vs PCRIX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 0.44 | 0.60 | 0.64 | 86 | Emerging Markets Diversified | PEPFX vs ESCIX | |
| PIMCO RAE US Small Fund | 0.45 | 0.48 | 0.54 | 67 | Small Cap Value Equities | PEPFX vs PMJIX | |
| Delaware Emerging Markets Fund | 0.53 | 0.65 | 0.70 | 98 | Emerging Markets Diversified | PEPFX vs DEMIX | |
| Vanguard 500 Index Fund Admiral Shares | 0.53 | 0.53 | 0.56 | 73 | S&P 500, Large Cap Blend Equities | PEPFX vs VFIAX |
See all 30 diversifiers for PEPFX
To view more results, upgrade your current subscription plan.
Diversification Analysis
Build a portfolio that complements PEPFX
Add PEPFX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with PEPFX