Looking to diversify beyond ACV? The mutual funds below have the lowest correlation with ACV — 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 ACV.
Best Diversifiers for ACV
18 mutual funds have low correlation with ACV (below 0.3), 1 of which are negatively correlated. The least correlated is SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund (SIFAX) (Diversified Portfolio) with a 1Y correlation of -0.20, down from 0.07 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | -0.20 | -0.02 | 0.07 | 73 | Diversified Portfolio | ACV vs SIFAX | |
| The Merger Fund | 0.11 | 0.15 | 0.25 | 97 | Event Driven | ACV vs MERFX | |
| Concorde Wealth Management Fund | 0.15 | 0.37 | 0.48 | 71 | Diversified Portfolio | ACV vs CONWX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 0.16 | 0.35 | 0.42 | 96 | Diversified Portfolio | ACV vs FIQDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 0.17 | 0.35 | 0.42 | 95 | Diversified Portfolio | ACV vs FSRTX |
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Low-Correlation Stock Ideas
If you're looking for individual stocks that move independently from ACV, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to ACV and solid risk/return profiles. The least correlated is Trinity Capital Inc. (TRIN) (Financial Services) with a 1Y correlation of 0.26, roughly unchanged from 0.31 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Trinity Capital Inc. | 0.26 | 0.29 | 0.31 | 80 | Financial Services | |
| Reaves Utility Income Trust | 0.36 | 0.37 | 0.41 | 78 | Financial Services | |
| BlackRock Science and Technology Trust | 0.60 | 0.53 | 0.57 | 88 | Financial Services |
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