Looking to diversify beyond AFOCX? The mutual funds below have the lowest correlation with AFOCX — 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 AFOCX.
Best Diversifiers for AFOCX
1 mutual funds have low correlation with AFOCX (below 0.3), 0 of which are negatively correlated. The least correlated is Goldman Sachs Strategic Volatility Premium Fund (SVPFX) (Large Cap Blend Equities) with a 1Y correlation of 0.27, up from 0.12 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 0.27 | 0.15 | 0.12 | 73 | Large Cap Blend Equities | AFOCX vs SVPFX | |
| Archer Income Fund | 0.35 | 0.29 | 0.25 | 58 | Intermediate Core-Plus Bond | AFOCX vs ARINX | |
| North Square Preferred and Income Securities Fund | 0.41 | 0.34 | 0.41 | 72 | Large Cap Blend Equities | AFOCX vs ORDNX | |
| First Eagle Overseas Fund Class I | 0.60 | 0.61 | 0.67 | 57 | Large Cap Blend Equities, Foreign Large Cap Equities | AFOCX vs SGOIX | |
| Archer Dividend Growth Fund | 0.61 | 0.72 | 0.80 | 79 | Large Cap Value Equities | AFOCX vs ARDGX |
See all 39 diversifiers for AFOCX
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