Looking to diversify beyond AOGIX? The mutual funds below have the lowest correlation with AOGIX — 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 AOGIX.
Best Diversifiers for AOGIX
3 mutual funds have low correlation with AOGIX (below 0.3), 1 of which are negatively correlated. The least correlated is SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund (SIFAX) (Diversified Portfolio) with a 1Y correlation of -0.16, down from 0.13 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | -0.16 | 0.02 | 0.13 | 76 | Diversified Portfolio | AOGIX vs SIFAX | |
| MH Elite Small Cap Fund of Funds Fund | 0.05 | 0.18 | 0.53 | 63 | Diversified Portfolio | AOGIX vs MHELX | |
| American Century California High Yield Municipal F... | 0.22 | 0.20 | 0.17 | 61 | Municipal Bonds | AOGIX vs BCHYX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 0.38 | 0.58 | 0.63 | 95 | Diversified Portfolio | AOGIX vs FCSRX | |
| Fidelity Strategic Real Return Fund | 0.39 | 0.59 | 0.64 | 96 | Diversified Portfolio | AOGIX vs FSRRX |
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