Looking to diversify beyond APHIX? The mutual funds below have the lowest correlation with APHIX — 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 APHIX.
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 DFA U.S. Small Cap Value Portfolio I (DFSVX) (Small Cap Value Equities) with a 1Y correlation of 0.41, down from 0.59 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA U.S. Small Cap Value Portfolio I | 0.41 | 0.50 | 0.59 | 57 | Small Cap Value Equities | APHIX vs DFSVX | |
| Federated Hermes International Strategic Value Div... | 0.47 | 0.58 | 0.68 | 61 | Foreign Large Cap Equities | APHIX vs IVFIX | |
| PIMCO RAE PLUS International Fund | 0.55 | 0.57 | 0.62 | 82 | Foreign Large Cap Equities | APHIX vs PTSIX | |
| PIMCO RAE International Fund | 0.57 | 0.71 | 0.78 | 57 | Foreign Large Cap Equities | APHIX vs PPYPX | |
| EuroPac International Dividend Income Fund | 0.57 | 0.62 | 0.67 | 76 | Foreign Large Cap Equities | APHIX vs EPDIX |
See all 96 diversifiers for APHIX
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