Looking to diversify beyond AOTIX? The mutual funds below have historically moved differently from AOTIX, 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 AOTIX
2 mutual funds have low correlation with AOTIX (below 0.3), 0 of which are negatively correlated. The least correlated is Goldman Sachs GQG Partners International Opportunities Fund Class R6 (GSIYX) (Foreign Large Cap Equities) with a 1Y correlation of 0.15, down from 0.55 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Goldman Sachs GQG Partners International Opportuni... | 0.15 | 0.41 | 0.55 | 56 | Foreign Large Cap Equities, Emerging Markets Equities | AOTIX vs GSIYX | |
| The Cook & Bynum Fund | 0.21 | 0.30 | 0.40 | 66 | Emerging Markets Equities | AOTIX vs COBYX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 0.38 | 0.55 | 0.64 | 92 | Emerging Markets Equities | AOTIX vs ESCIX | |
| Virtus Short Duration High Income Fund | 0.40 | 0.35 | 0.41 | 79 | High Yield Bonds | AOTIX vs ASHIX | |
| Virtus NFJ Large-Cap Value Fund | 0.41 | 0.40 | 0.50 | 74 | Large Cap Value Equities | AOTIX vs ANVIX |
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