Looking to diversify beyond PVPNX? The mutual funds below have the lowest correlation with PVPNX — 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 PVPNX.
Best Diversifiers for PVPNX
0 mutual funds have low correlation with PVPNX (below 0.3), 0 of which are negatively correlated. The least correlated is PIMCO RAE US Small Fund (PMJIX) (Small Cap Value Equities) with a 1Y correlation of 0.74, roughly unchanged from 0.78 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| PIMCO RAE US Small Fund | 0.74 | 0.77 | 0.78 | 72 | Small Cap Value Equities | PVPNX vs PMJIX | |
| Dimensional Retirement Income Fund | 0.81 | 0.83 | 0.79 | 70 | Target Retirement Date | PVPNX vs TDIFX | |
| Voya Target In-Retirement Fund | 0.86 | 0.87 | 0.87 | 78 | Target Retirement Date | PVPNX vs ISOLX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 0.86 | 0.82 | 0.81 | 65 | Target Retirement Date | PVPNX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 0.86 | 0.81 | 0.78 | 65 | Target Retirement Date | PVPNX vs FRIMX |
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