Looking to diversify beyond APLIX? The mutual funds below have historically moved differently from APLIX, 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 APLIX
1 mutual funds have low correlation with APLIX (below 0.3), 0 of which are negatively correlated. The least correlated is Princeton Premium Fund (PPFIX) (Options Trading) with a 1Y correlation of 0.20, roughly unchanged from 0.13 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Princeton Premium Fund | 0.20 | 0.14 | 0.13 | 100 | Options Trading | APLIX vs PPFIX | |
| Cavanal Hill World Energy Fund | 0.35 | 0.49 | 0.55 | 67 | Energy Equities | APLIX vs APWEX | |
| Cavanal Hill World Energy Fund Institutional Class | 0.35 | 0.49 | 0.55 | 67 | Energy Equities | APLIX vs AIWEX | |
| Rational Tactical Return Fund | 0.63 | 0.39 | 0.27 | 63 | Options Trading | APLIX vs HRSTX | |
| Columbia Seligman Premium Technology Growth Fund | 0.65 | 0.58 | 0.55 | 89 | Technology Equities, Options Trading, Actively Managed | APLIX vs STK |
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