Looking to diversify beyond POGRX? The mutual funds below have the lowest correlation with POGRX — 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 POGRX.
Best Diversifiers for POGRX
1 mutual funds have low correlation with POGRX (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 0.12 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 0.28 | 0.16 | 0.12 | 95 | Large Cap Blend Equities | POGRX vs SVPFX | |
| Federated Hermes MDT All Cap Core Fund | 0.30 | 0.55 | 0.74 | 51 | Large Cap Blend Equities | POGRX vs QIACX | |
| Baron Partners Fund | 0.45 | 0.60 | 0.69 | 67 | Large Cap Growth Equities | POGRX vs BPTRX | |
| Vanguard Equity Income Fund Investor Shares | 0.52 | 0.66 | 0.72 | 70 | Large Cap Value Equities | POGRX vs VEIPX | |
| Rock Oak Core Growth Fund | 0.55 | 0.69 | 0.79 | 78 | Large Cap Blend Equities | POGRX vs RCKSX |
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Low-Correlation Stock Ideas
If you're looking for individual stocks that move independently from POGRX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to POGRX and solid risk/return profiles. The least correlated is Realty Income Corporation (O) (Real Estate) with a 1Y correlation of -0.11, down from 0.23 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Realty Income Corporation | -0.11 | 0.09 | 0.23 | 74 | Real Estate | |
| Berkshire Hathaway Inc. | 0.02 | 0.24 | 0.40 | 53 | Financial Services | |
| Medical Properties Trust, Inc | 0.10 | 0.27 | 0.34 | 60 | Real Estate |
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