Looking to diversify beyond RPEAX? The mutual funds below have historically moved differently from RPEAX, 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 RPEAX
1 mutual funds have low correlation with RPEAX (below 0.3), 0 of which are negatively correlated. The least correlated is Davis Government Bond Fund (RFBAX) (Government Bonds) with a 1Y correlation of 0.13, roughly unchanged from 0.08 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Davis Government Bond Fund | 0.13 | 0.10 | 0.08 | 78 | Government Bonds | RPEAX vs RFBAX | |
| Goldman Sachs Strategic Volatility Premium Fund | 0.34 | 0.12 | 0.09 | 96 | Large Cap Blend Equities | RPEAX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 0.51 | 0.35 | 0.40 | 54 | Preferred Stock | RPEAX vs ORDNX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 0.64 | 0.70 | 0.75 | 56 | Low Volatility | RPEAX vs FSUVX | |
| CIT: BlackRock Equity Index Fund Class 1 | 0.67 | — | — | 61 | Large Cap Blend Equities | RPEAX vs WBREOX |
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