Looking to diversify beyond AGREX? The mutual funds below have historically moved differently from AGREX, 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 AGREX
2 mutual funds have low correlation with AGREX (below 0.3), 1 of which are negatively correlated.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| TIAA Real Estate Account | -0.21 | — | — | 99 | REIT | AGREX vs QREARX | |
| Redwood Real Estate Income Fund | 0.00 | — | — | 100 | REIT | AGREX vs CREMX | |
| Invesco Value Opportunities Fund | 0.42 | 0.55 | 0.60 | 74 | Mid Cap Value Equities | AGREX vs VVOAX | |
| Invesco Small Cap Value Fund | 0.44 | 0.55 | 0.59 | 76 | Small Cap Value Equities | AGREX vs VSCAX | |
| Fidelity Series Real Estate Income Fund | 0.44 | 0.52 | 0.66 | 87 | REIT | AGREX vs FSREX |
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