Looking to diversify beyond ADVGX? The mutual funds below have the lowest correlation with ADVGX — 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 ADVGX.
Best Diversifiers for ADVGX
2 mutual funds have low correlation with ADVGX (below 0.3), 0 of which are negatively correlated. The least correlated is Federated Hermes Equity Income Fund (LEIFX) (Large Cap Value Equities) with a 1Y correlation of 0.05, down from 0.67 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Federated Hermes Equity Income Fund | 0.05 | 0.49 | 0.67 | 53 | Large Cap Value Equities | ADVGX vs LEIFX | |
| Voya Corporate Leaders Trust Fund | 0.23 | 0.47 | 0.60 | 53 | Large Cap Value Equities | ADVGX vs LEXCX | |
| Federated Hermes Strategic Value Dividend Fund | 0.34 | 0.49 | 0.59 | 70 | Large Cap Value Equities | ADVGX vs SVAIX | |
| Buffalo Flexible Income Fund | 0.35 | 0.54 | 0.65 | 71 | Large Cap Value Equities | ADVGX vs BUFBX | |
| North Square Preferred and Income Securities Fund | 0.39 | 0.33 | 0.39 | 72 | Large Cap Blend Equities | ADVGX vs ORDNX |
See all 33 diversifiers for ADVGX
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