Looking to diversify beyond AGREX? The mutual funds below have the lowest correlation with AGREX — 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 AGREX.
Best Diversifiers for AGREX
3 mutual funds have low correlation with AGREX (below 0.3), 2 of which are negatively correlated.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| TIAA Real Estate Account | -0.21 | — | — | 98 | REIT | AGREX vs QREARX | |
| Redwood Real Estate Income Fund | -0.00 | — | — | 100 | REIT | AGREX vs CREMX | |
| Invesco Nasdaq 100 Index Fund | 0.27 | 0.37 | 0.50 | 70 | Large Cap Growth Equities | AGREX vs IVNQX | |
| Invesco Value Opportunities Fund | 0.45 | 0.56 | 0.60 | 81 | Mid Cap Value Equities | AGREX vs VVOAX | |
| Invesco Small Cap Value Fund | 0.47 | 0.56 | 0.60 | 87 | Small Cap Value Equities | AGREX vs VSCAX |
To view more results, upgrade your current subscription plan.
Build a portfolio that complements AGREX
Add AGREX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with AGREX