Looking to diversify beyond AIMNX? The mutual funds below have historically moved differently from AIMNX, 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 AIMNX
0 mutual funds have low correlation with AIMNX (below 0.3), 0 of which are negatively correlated. The least correlated is Holbrook Income Fund Class I (HOBIX) (Intermediate Core-Plus Bond) with a 1Y correlation of 0.37, roughly unchanged from 0.37 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Holbrook Income Fund Class I | 0.37 | 0.31 | 0.37 | 99 | Intermediate Core-Plus Bond | AIMNX vs HOBIX | |
| Horizon Defined Risk Fund | 0.38 | 0.29 | 0.26 | 76 | Options Trading | AIMNX vs HNDRX | |
| Horizon U.S. Defensive Equity Fund | 0.40 | 0.32 | 0.27 | 68 | Large Cap Blend Equities | AIMNX vs USRAX | |
| Horizon Active Dividend Fund | 0.41 | 0.32 | 0.27 | 78 | Large Cap Value Equities | AIMNX vs HNDDX | |
| Fidelity ZERO Large Cap Index Fund | 0.42 | 0.34 | 0.30 | 59 | Large Cap Blend Equities | AIMNX vs FNILX |
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