Looking to diversify beyond PFFSX? The mutual funds below have historically moved differently from PFFSX, 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 PFFSX
1 mutual funds have low correlation with PFFSX (below 0.3), 0 of which are negatively correlated. The least correlated is Goldman Sachs Strategic Volatility Premium Fund (SVPFX) (Large Cap Blend Equities) with a 1Y correlation of 0.28, up from 0.13 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 0.28 | 0.15 | 0.13 | 97 | Large Cap Blend Equities | PFFSX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 0.48 | 0.35 | 0.41 | 57 | Preferred Stock | PFFSX vs ORDNX | |
| Rock Oak Core Growth Fund | 0.58 | 0.72 | 0.81 | 94 | Large Cap Blend Equities | PFFSX vs RCKSX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 0.58 | 0.70 | 0.78 | 64 | Low Volatility | PFFSX vs FSUVX | |
| First Eagle Overseas Fund Class I | 0.61 | 0.61 | 0.68 | 77 | Foreign Large Cap Equities | PFFSX vs SGOIX |
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