Looking to diversify beyond RPEAX? The mutual funds below have the lowest correlation with RPEAX — 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 RPEAX.
Best Diversifiers for RPEAX
2 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 0.10, roughly unchanged from 0.08 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Davis Government Bond Fund | 0.10 | 0.11 | 0.08 | 69 | Government Bonds | RPEAX vs RFBAX | |
| Goldman Sachs Strategic Volatility Premium Fund | 0.24 | 0.10 | 0.08 | 73 | Large Cap Blend Equities | RPEAX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 0.44 | 0.34 | 0.40 | 72 | Large Cap Blend Equities | RPEAX vs ORDNX | |
| First Eagle Overseas Fund Class I | 0.67 | 0.65 | 0.71 | 57 | Large Cap Blend Equities, Foreign Large Cap Equities | RPEAX vs SGOIX | |
| Pin Oak Equity | 0.71 | 0.75 | 0.80 | 83 | Large Cap Blend Equities | RPEAX vs POGSX |
See all 39 diversifiers for RPEAX
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Diversification Analysis
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