Looking to diversify beyond AMRGX? The mutual funds below have the lowest correlation with AMRGX — 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 AMRGX.
Best Diversifiers for AMRGX
0 mutual funds have low correlation with AMRGX (below 0.3), 0 of which are negatively correlated. The least correlated is Baron Partners Fund (BPTRX) (Large Cap Growth Equities) with a 1Y correlation of 0.37, down from 0.60 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Baron Partners Fund | 0.37 | 0.52 | 0.60 | 67 | Large Cap Growth Equities | AMRGX vs BPTRX | |
| Adams Diversified Equity Fund, Inc. | 0.55 | 0.68 | 0.78 | 81 | Large Cap Blend Equities | AMRGX vs ADX | |
| One Rock Fund | 0.59 | 0.67 | 0.72 | 89 | Large Cap Growth Equities | AMRGX vs ONERX | |
| Nuveen Nasdaq 100 Dynamic Overwrite Fund | 0.59 | 0.67 | 0.70 | 64 | Derivative Income, Options Trading, Nasdaq-100, Large Cap Growth Equities, Actively Managed | AMRGX vs QQQX | |
| Alger 35 Fund | 0.60 | 0.68 | 0.76 | 54 | Large Cap Growth Equities | AMRGX vs ATVPX |
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Low-Correlation Stock Ideas
If you're looking for individual stocks that move independently from AMRGX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to AMRGX and solid risk/return profiles. The least correlated is Berkshire Hathaway Inc. (BRK-B) (Financial Services) with a 1Y correlation of 0.05, down from 0.45 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc. | 0.05 | 0.28 | 0.45 | 53 | Financial Services |
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