Looking to diversify beyond ACWDX? The mutual funds below have historically moved differently from ACWDX, 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 ACWDX
0 mutual funds have low correlation with ACWDX (below 0.3), 0 of which are negatively correlated. The least correlated is AMG Yacktman Focused Fund (YAFFX) (Large Cap Value Equities) with a 1Y correlation of 0.42, down from 0.69 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | 0.42 | 0.59 | 0.69 | 89 | Large Cap Value Equities | ACWDX vs YAFFX | |
| AMG Yacktman Fund | 0.50 | 0.66 | 0.73 | 91 | Large Cap Value Equities | ACWDX vs YACKX | |
| American Funds New World Fund Class F-3 | 0.68 | 0.67 | 0.75 | 55 | Emerging Markets Equities | ACWDX vs FNWFX | |
| AMG Boston Common Global Impact Fund | 0.76 | 0.82 | 0.86 | 54 | Large Cap Growth Equities | ACWDX vs BRWIX | |
| Driehaus Micro Cap Growth Fund | 0.80 | 0.83 | 0.85 | 82 | Small Cap Growth Equities | ACWDX vs DMCRX |
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