Looking to diversify beyond PGTIX? The mutual funds below have the lowest correlation with PGTIX — 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 PGTIX.
Best Diversifiers for PGTIX
5 mutual funds have low correlation with PGTIX (below 0.3), 0 of which are negatively correlated. The least correlated is Cohen & Steers Global Infrastructure Fund Class A (CSUAX) (Global Equities) with a 1Y correlation of 0.02, down from 0.29 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Cohen & Steers Global Infrastructure Fund Class A | 0.02 | 0.13 | 0.29 | 55 | Global Equities | PGTIX vs CSUAX | |
| Russell Investment Tax-Managed Real Assets Fund | 0.28 | 0.37 | 0.47 | 79 | Global Equities | PGTIX vs RTXAX | |
| Wasatch Global Value Fund Investor Class Shares | 0.29 | 0.25 | 0.35 | 86 | Global Equities | PGTIX vs FMIEX | |
| Tweedy, Browne Value Fund | 0.29 | 0.41 | 0.50 | 60 | Global Equities | PGTIX vs TWEBX | |
| SEI Institutional Investments Trust Global Managed... | 0.30 | 0.37 | 0.43 | 65 | Global Equities | PGTIX vs SGMAX |
See all 102 diversifiers for PGTIX
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