Looking to diversify beyond AEPFX? The mutual funds below have historically moved differently from AEPFX, 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 AEPFX
3 mutual funds have low correlation with AEPFX (below 0.3), 2 of which are negatively correlated. The least correlated is PIMCO CommoditiesPLUS Strategy Fund (PCLIX) (Commodities) with a 1Y correlation of -0.10, down from 0.20 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| PIMCO CommoditiesPLUS Strategy Fund | -0.10 | 0.08 | 0.20 | 72 | Commodities | AEPFX vs PCLIX | |
| Fidelity SAI Inflation-Focused | -0.10 | 0.07 | 0.20 | 79 | Commodities | AEPFX vs FIFGX | |
| Vanguard Short-Term Inflation-Protected Securities... | 0.15 | 0.14 | 0.18 | 91 | Inflation-Protected Bonds, Short-Term Bond, Investment Grade Bonds | AEPFX vs VTIPX | |
| Federated Hermes International Strategic Value Div... | 0.36 | 0.48 | 0.60 | 88 | Foreign Large Cap Equities | AEPFX vs IVFIX | |
| Goldman Sachs GQG Partners International Opportuni... | 0.37 | 0.66 | 0.75 | 61 | Foreign Large Cap Equities | AEPFX vs GSINX |
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