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Looking to diversify beyond ACIIX? The mutual funds below have historically moved differently from ACIIX, 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 ACIIX

15 mutual funds have low correlation with ACIIX (below 0.3), 0 of which are negatively correlated. The least correlated is American Century Short Duration Inflation Protection Bond Fund Investor Class (APOIX) (Inflation-Protected Bonds) with a 1Y correlation of 0.09, roughly unchanged from 0.16 over 5 years.

How candidates are selected

Low-Correlation Stock Ideas

The table shows companies with at least $1B in market capitalization, historical correlation data for ACIIX, and a Risk / Return Rank of 50 or higher. Treat them as research candidates rather than evidence that they will offset a future decline. The least correlated is Berkshire Hathaway Inc. (BRK-B) (Financial Services) with a 1Y correlation of 0.46, down from 0.70 over 5 years.

How candidates are selected

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankSector
Berkshire Hathaway Inc.0.460.600.70
61
Financial Services

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Diversification Analysis

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