Looking to diversify beyond AGBVX? The mutual funds below have historically moved differently from AGBVX, 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 AGBVX
3 mutual funds have low correlation with AGBVX (below 0.3), 0 of which are negatively correlated. The least correlated is DFA Two Year Global Fixed Income Portfolio (DFGFX) (Global Bonds) with a 1Y correlation of 0.28, roughly unchanged from 0.33 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA Two Year Global Fixed Income Portfolio | 0.28 | 0.07 | 0.33 | 100 | Global Bonds | AGBVX vs DFGFX | |
| American Century Equity Income Fund Class I | 0.28 | 0.26 | 0.20 | 84 | Dividend, Large Cap Value Equities | AGBVX vs ACIIX | |
| American Century Equity Income Fund | 0.29 | 0.27 | 0.20 | 83 | Dividend, Large Cap Value Equities | AGBVX vs TWEIX | |
| American Century Disciplined Core Value Fund | 0.37 | 0.26 | 0.16 | 90 | Large Cap Value Equities | AGBVX vs BIGRX | |
| Eaton Vance Global Bond Fund | 0.45 | 0.70 | 0.60 | 97 | Global Bonds | AGBVX vs EAIIX |
To view more results, upgrade your current subscription plan.
Build a portfolio that complements AGBVX
Add AGBVX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with AGBVX