Looking to diversify beyond APSGX? The mutual funds below have historically moved differently from APSGX, 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 APSGX
0 mutual funds have low correlation with APSGX (below 0.3), 0 of which are negatively correlated. The least correlated is Needham Growth Fund (NEEGX) (Mid Cap Growth Equities) with a 1Y correlation of 0.71, down from 0.82 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Needham Growth Fund | 0.71 | 0.75 | 0.82 | 56 | Mid Cap Growth Equities | APSGX vs NEEGX | |
| Needham Growth Fund Institutional Class | 0.71 | 0.75 | 0.82 | 56 | Mid Cap Growth Equities | APSGX vs NEEIX | |
| Timothy Plan Aggressive Growth Fund | 0.72 | 0.82 | 0.87 | 63 | Mid Cap Growth Equities | APSGX vs TAAGX | |
| Vanguard Capital Opportunity Fund Investor Shares | 0.78 | 0.82 | 0.87 | 88 | Mid Cap Growth Equities | APSGX vs VHCOX | |
| PRIMECAP Odyssey Aggressive Growth Fund | 0.79 | 0.85 | 0.89 | 80 | Mid Cap Growth Equities | APSGX vs POAGX |
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