Looking to diversify beyond AACTX? The mutual funds below have historically moved differently from AACTX, 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 AACTX
0 mutual funds have low correlation with AACTX (below 0.3), 0 of which are negatively correlated. The least correlated is American Funds The Income Fund of America Class A (AMECX) (Diversified Portfolio) with a 1Y correlation of 0.82, roughly unchanged from 0.90 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| American Funds The Income Fund of America Class A | 0.82 | 0.88 | 0.90 | 81 | Diversified Portfolio, Dividend | AACTX vs AMECX | |
| American Funds EUPAC Fund Class R-6 | 0.82 | 0.79 | 0.81 | 51 | Foreign Large Cap Equities, Large Cap Growth Equities, Actively Managed | AACTX vs RERGX | |
| Dimensional 2060 Target Date Retirement Income Fun... | 0.84 | 0.86 | 0.88 | 77 | Target Retirement Date | AACTX vs DRILX | |
| Dimensional 2065 Target Date Retirement Income Fun... | 0.84 | 0.85 | 0.88 | 77 | Target Retirement Date | AACTX vs DTDRX | |
| Dimensional Retirement Income Fund | 0.85 | 0.88 | 0.87 | 81 | Target Retirement Date | AACTX vs TDIFX |
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