Looking to diversify beyond AOTIX? The mutual funds below have the lowest correlation with AOTIX — 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 AOTIX.
Best Diversifiers for AOTIX
0 mutual funds have low correlation with AOTIX (below 0.3), 0 of which are negatively correlated. The least correlated is Virtus Small-Cap Fund (AZBIX) (Small Cap Blend Equities) with a 1Y correlation of 0.38, down from 0.49 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Virtus Small-Cap Fund | 0.38 | 0.40 | 0.49 | 59 | Small Cap Blend Equities | AOTIX vs AZBIX | |
| Virtus Short Duration High Income Fund | 0.39 | 0.37 | 0.41 | 83 | High Yield Bonds | AOTIX vs ASHIX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 0.47 | 0.59 | 0.66 | 86 | Emerging Markets Diversified | AOTIX vs ESCIX | |
| Virtus Income & Growth Fund | 0.50 | 0.51 | 0.56 | 75 | Diversified Portfolio | AOTIX vs AZNIX | |
| Virtus Convertible Fund | 0.50 | 0.49 | 0.54 | 93 | Convertible Bonds | AOTIX vs ANNPX |
See all 24 diversifiers for AOTIX
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