Looking to diversify beyond AGEPX? The mutual funds below have the lowest correlation with AGEPX — 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 AGEPX.
Best Diversifiers for AGEPX
11 mutual funds have low correlation with AGEPX (below 0.3), 1 of which are negatively correlated. The least correlated is Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares (VTAPX) (Inflation-Protected Bonds) with a 1Y correlation of -0.02, down from 0.11 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Vanguard Short-Term Inflation-Protected Securities... | -0.02 | 0.11 | 0.11 | 94 | Inflation-Protected Bonds | AGEPX vs VTAPX | |
| GMO Alternative Allocation Fund | 0.00 | 0.04 | 0.09 | 66 | Multistrategy | AGEPX vs GAAVX | |
| Leader Short Term High Yield Bond Fund | 0.03 | 0.05 | 0.25 | 75 | Short-Term Bond | AGEPX vs LCCMX | |
| Pioneer ILS Interval Fund | 0.07 | 0.06 | 0.08 | 100 | High Yield Bonds | AGEPX vs XILSX | |
| CrossingBridge Low Duration High Yield Fund | 0.19 | 0.23 | 0.29 | 97 | Multisector Bonds | AGEPX vs CBLDX |
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