Looking to diversify beyond AQEAX? The mutual funds below have the lowest correlation with AQEAX — 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 AQEAX.
Best Diversifiers for AQEAX
1 mutual funds have low correlation with AQEAX (below 0.3), 0 of which are negatively correlated. The least correlated is Goldman Sachs Strategic Volatility Premium Fund (SVPFX) (Large Cap Blend Equities) with a 1Y correlation of 0.30, up from 0.11 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 0.30 | 0.13 | 0.11 | 66 | Large Cap Blend Equities | AQEAX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 0.50 | 0.35 | 0.41 | 68 | Large Cap Blend Equities | AQEAX vs ORDNX | |
| Rock Oak Core Growth Fund | 0.64 | 0.72 | 0.80 | 60 | Large Cap Blend Equities | AQEAX vs RCKSX | |
| Columbia Dividend Income Fund | 0.65 | 0.73 | 0.82 | 77 | Large Cap Value Equities | AQEAX vs GSFTX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | 0.65 | 0.73 | 0.82 | 77 | Large Cap Value Equities, Dividend | AQEAX vs CDDYX |
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