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 Putnam Large Cap Value Fund Class R6 (PEQSX) (Large Cap Value Equities) with a 1Y correlation of 0.77, roughly unchanged from 0.85 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Putnam Large Cap Value Fund Class R6 | 0.77 | 0.80 | 0.85 | 83 | Large Cap Value Equities | AAGTX vs PEQSX | |
| Dimensional Retirement Income Fund | 0.77 | 0.77 | 0.75 | 72 | Target Retirement Date | AAGTX vs TDIFX | |
| MFS Lifetime 2025 Fund | 0.82 | 0.83 | 0.87 | 72 | Target Retirement Date | AAGTX vs LTTIX | |
| Prudential Day One Income Fund | 0.82 | 0.81 | 0.83 | 79 | Target Retirement Date | AAGTX vs PDAHX | |
| Fidelity Small Cap Index Fund | 0.82 | 0.82 | 0.86 | 72 | Small Cap Blend Equities | AAGTX vs FSSNX |
See all 72 diversifiers for AAGTX
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