Looking to diversify beyond APDIX? The mutual funds below have the lowest correlation with APDIX — 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 APDIX.
Best Diversifiers for APDIX
1 mutual funds have low correlation with APDIX (below 0.3), 1 of which are negatively correlated. The least correlated is Artisan Global Unconstrained Fund (APFPX) (Nontraditional Bonds) with a 1Y correlation of -0.06, roughly unchanged from -0.14 over 3 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Artisan Global Unconstrained Fund | -0.06 | -0.14 | — | 99 | Nontraditional Bonds | APDIX vs APFPX | |
| Artisan High Income Fund | 0.42 | 0.44 | 0.49 | 54 | High Yield Bonds | APDIX vs ARTFX | |
| Artisan Emerging Markets Debt Opportunities Fund | 0.45 | 0.37 | — | 97 | Emerging Markets Bonds | APDIX vs APFOX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | 0.46 | 0.53 | 0.64 | 65 | Mid Cap Blend Equities | APDIX vs FTSIX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 0.49 | 0.55 | 0.65 | 89 | Large Cap Blend Equities | APDIX vs FTZIX |
See all 8 diversifiers for APDIX
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