Looking to diversify beyond AEPGX? The mutual funds below have the lowest correlation with AEPGX — 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 AEPGX.
Best Diversifiers for AEPGX
1 mutual funds have low correlation with AEPGX (below 0.3), 0 of which are negatively correlated. The least correlated is Federated Hermes Municipal Ultra Short Fund (FMUSX) (Municipal Bonds) with a 1Y correlation of 0.13, roughly unchanged from 0.08 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Federated Hermes Municipal Ultra Short Fund | 0.13 | 0.09 | 0.08 | 94 | Municipal Bonds | AEPGX vs FMUSX | |
| Calamos Market Neutral Income Fund Institutional C... | 0.41 | 0.48 | 0.64 | 98 | AEPGX vs CMNIX | ||
| Lord Abbett Mid Cap Stock Fund | 0.58 | 0.64 | 0.71 | 62 | Mid Cap Value Equities | AEPGX vs LAVLX | |
| PIMCO RAE PLUS International Fund | 0.60 | 0.61 | 0.63 | 75 | Foreign Large Cap Equities | AEPGX vs PTSIX | |
| SA International Value Fund | 0.64 | 0.65 | 0.70 | 88 | Foreign Large Cap Equities | AEPGX vs SAHMX |
See all 40 diversifiers for AEPGX
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