Looking to diversify beyond PEPFX? The mutual funds below have historically moved differently from PEPFX, 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 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 0.29, roughly unchanged from 0.32 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 | 0.29 | 0.33 | 0.32 | 70 | Commodities | PEPFX vs PCRIX | |
| Goldman Sachs GQG Partners International Opportuni... | 0.34 | 0.54 | 0.64 | 51 | Foreign Large Cap Equities, Emerging Markets Equities | PEPFX vs GSIYX | |
| The Cook & Bynum Fund | 0.34 | 0.38 | 0.47 | 70 | Emerging Markets Equities | PEPFX vs COBYX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 0.37 | 0.57 | 0.63 | 91 | Emerging Markets Equities | PEPFX vs ESCIX | |
| PIMCO RAE US Small Fund | 0.41 | 0.48 | 0.53 | 85 | Small Cap Value Equities | PEPFX vs PMJIX |
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