Looking to diversify beyond AGBVX? The mutual funds below have the lowest correlation with AGBVX — 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 AGBVX.
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 0.26, roughly unchanged from 0.32 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA Two Year Global Fixed Income Portfolio | 0.26 | 0.07 | 0.32 | 100 | Global Bonds | AGBVX vs DFGFX | |
| American Century Equity Income Fund Class I | 0.29 | 0.26 | 0.19 | 67 | Large Cap Value Equities | AGBVX vs ACIIX | |
| American Century Equity Income Fund | 0.29 | 0.27 | 0.19 | 66 | Large Cap Value Equities | AGBVX vs TWEIX | |
| American Century Disciplined Core Value Fund | 0.36 | 0.26 | 0.15 | 86 | Large Cap Value Equities | AGBVX vs BIGRX | |
| Eaton Vance Global Bond Fund | 0.44 | 0.71 | 0.60 | 91 | Global Bonds | AGBVX vs EAIIX |
See all 14 diversifiers for AGBVX
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