Looking to diversify beyond AADTX? The mutual funds below have the lowest correlation with AADTX — 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 AADTX.
Best Diversifiers for AADTX
0 mutual funds have low correlation with AADTX (below 0.3), 0 of which are negatively correlated. The least correlated is American Funds American High-Income Trust (AHITX) (High Yield Bonds) with a 1Y correlation of 0.68, roughly unchanged from 0.65 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| American Funds American High-Income Trust | 0.68 | 0.66 | 0.65 | 79 | High Yield Bonds | AADTX vs AHITX | |
| JPMorgan Equity Income Fund R6 | 0.73 | 0.73 | 0.79 | 77 | Large Cap Value Equities, Dividend | AADTX vs OIEJX | |
| Dimensional Retirement Income Fund | 0.83 | 0.87 | 0.85 | 77 | Target Retirement Date | AADTX vs TDIFX | |
| Voya Target Retirement 2050 Fund | 0.84 | 0.89 | 0.91 | 80 | Target Retirement Date | AADTX vs IRSQX | |
| Voya Target Retirement 2040 Fund | 0.85 | 0.90 | 0.92 | 81 | Target Retirement Date | AADTX vs IRSOX |
See all 75 diversifiers for AADTX
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