Looking to diversify beyond AEPFX? The mutual funds below have the lowest correlation with AEPFX — 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 AEPFX.
Best Diversifiers for AEPFX
1 mutual funds have low correlation with AEPFX (below 0.3), 0 of which are negatively correlated. The least correlated is Vanguard Short-Term Inflation-Protected Securities Index Fund Investor Shares (VTIPX) (Inflation-Protected Bonds) with a 1Y correlation of 0.13, roughly unchanged from 0.18 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Vanguard Short-Term Inflation-Protected Securities... | 0.13 | 0.15 | 0.18 | 88 | Inflation-Protected Bonds | AEPFX vs VTIPX | |
| LSV Small Cap Value Fund | 0.56 | 0.59 | 0.65 | 57 | Small Cap Value Equities | AEPFX vs LSVQX | |
| PIMCO RAE PLUS International Fund | 0.62 | 0.62 | 0.63 | 75 | Foreign Large Cap Equities | AEPFX vs PTSIX | |
| Kopernik International Fund | 0.63 | 0.51 | 0.63 | 54 | Foreign Large Cap Equities | AEPFX vs KGIIX | |
| SA International Value Fund | 0.64 | 0.65 | 0.71 | 88 | Foreign Large Cap Equities | AEPFX vs SAHMX |
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