Looking to diversify beyond AAGTX? The mutual funds below have the lowest correlation with AAGTX — 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 AAGTX.
Best Diversifiers for AAGTX
0 mutual funds have low correlation with AAGTX (below 0.3), 0 of which are negatively correlated. The least correlated is Dimensional Retirement Income Fund (TDIFX) (Target Retirement Date) with a 1Y correlation of 0.74, roughly unchanged from 0.75 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 0.74 | 0.77 | 0.75 | 81 | Target Retirement Date | AAGTX vs TDIFX | |
| Putnam Large Cap Value Fund Class R6 | 0.77 | 0.80 | 0.85 | 77 | Large Cap Value Equities | AAGTX vs PEQSX | |
| Prudential Day One Income Fund | 0.80 | 0.81 | 0.83 | 83 | Target Retirement Date | AAGTX vs PDAHX | |
| Fidelity Freedom Index Income Fund Institutional P... | 0.81 | 0.72 | 0.70 | 74 | Target Retirement Date | AAGTX vs FFGZX | |
| Fidelity Small Cap Index Fund | 0.81 | 0.82 | 0.85 | 56 | Small Cap Blend Equities | AAGTX vs FSSNX |
See all 68 diversifiers for AAGTX
To view more results, upgrade your current subscription plan.
Diversification Analysis
Build a portfolio that complements AAGTX
Add AAGTX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with AAGTX