Looking to diversify beyond ACUSX? The mutual funds below have historically moved differently from ACUSX, 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 ACUSX
0 mutual funds have low correlation with ACUSX (below 0.3), 0 of which are negatively correlated. The least correlated is Goldman Sachs Strategic Volatility Premium Fund (SVPFX) (Large Cap Blend Equities) with a 1Y correlation of 0.32, up from 0.14 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 0.32 | 0.16 | 0.14 | 97 | Large Cap Blend Equities | ACUSX vs SVPFX | |
| Federated Hermes MDT All Cap Core Fund Class R6 | 0.34 | 0.57 | 0.77 | 50 | Large Cap Blend Equities | ACUSX vs QKACX | |
| Federated Hermes MDT All Cap Core Fund | 0.36 | 0.57 | 0.77 | 53 | Large Cap Blend Equities | ACUSX vs QIACX | |
| North Square Preferred and Income Securities Fund | 0.48 | 0.35 | 0.42 | 59 | Preferred Stock | ACUSX vs ORDNX | |
| PRIMECAP Odyssey Growth Fund | 0.62 | 0.75 | 0.83 | 89 | Large Cap Blend Equities | ACUSX vs POGRX |
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