Looking to diversify beyond APHIX? The mutual funds below have historically moved differently from APHIX, 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 APHIX
0 mutual funds have low correlation with APHIX (below 0.3), 0 of which are negatively correlated. The least correlated is Goldman Sachs GQG Partners International Opportunities Fund (GSINX) (Foreign Large Cap Equities) with a 1Y correlation of 0.41, down from 0.74 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... | 0.41 | 0.66 | 0.74 | 61 | Foreign Large Cap Equities | APHIX vs GSINX | |
| DFA U.S. Small Cap Value Portfolio I | 0.41 | 0.50 | 0.59 | 85 | Small Cap Value Equities | APHIX vs DFSVX | |
| Goldman Sachs GQG Partners International Opportuni... | 0.42 | 0.67 | 0.74 | 61 | Foreign Large Cap Equities | APHIX vs GSIMX | |
| Federated Hermes International Strategic Value Div... | 0.44 | 0.57 | 0.67 | 88 | Foreign Large Cap Equities | APHIX vs IVFIX | |
| Fidelity Advisor Canada Fund Class M | 0.44 | 0.59 | 0.68 | 56 | Foreign Large Cap Equities | APHIX vs FTCNX |
To view more results, upgrade your current subscription plan.
Build a portfolio that complements APHIX
Add APHIX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with APHIX