Looking to diversify beyond ADLVX? The mutual funds below have the lowest correlation with ADLVX — 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 ADLVX.
Best Diversifiers for ADLVX
1 mutual funds have low correlation with ADLVX (below 0.3), 0 of which are negatively correlated. The least correlated is Voya Corporate Leaders Trust Fund (LEXCX) (Large Cap Value Equities) with a 1Y correlation of 0.27, down from 0.60 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Voya Corporate Leaders Trust Fund | 0.27 | 0.51 | 0.60 | 56 | Large Cap Value Equities | ADLVX vs LEXCX | |
| Federated Hermes Strategic Value Dividend Fund | 0.40 | 0.54 | 0.66 | 90 | Large Cap Value Equities | ADLVX vs SVAIX | |
| AMG Yacktman Focused Fund | 0.41 | 0.60 | 0.70 | 87 | Large Cap Value Equities | ADLVX vs YAFFX | |
| Buffalo Flexible Income Fund | 0.46 | 0.60 | 0.69 | 60 | Large Cap Value Equities | ADLVX vs BUFBX | |
| AMG Yacktman Fund | 0.55 | 0.69 | 0.77 | 85 | Large Cap Value Equities | ADLVX vs YACKX |
See all 31 diversifiers for ADLVX
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