Looking to diversify beyond AQRIX? The mutual funds below have historically moved differently from AQRIX, 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 AQRIX
7 mutual funds have low correlation with AQRIX (below 0.3), 1 of which are negatively correlated. The least correlated is BlackRock Tactical Opportunities Fund Institutional Class (PBAIX) (Tactical Allocation) with a 1Y correlation of -0.07, down from 0.09 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| BlackRock Tactical Opportunities Fund Institutiona... | -0.07 | 0.17 | 0.09 | 85 | Tactical Allocation | AQRIX vs PBAIX | |
| AQR Style Premia Alternative Fund - Class I | 0.02 | 0.07 | 0.07 | 90 | Multistrategy | AQRIX vs QSPIX | |
| AQR Diversified Arbitrage Fund Class N | 0.10 | 0.15 | 0.23 | 99 | Multistrategy | AQRIX vs ADANX | |
| AQR Diversified Arbitrage Fund Class I | 0.11 | 0.16 | 0.23 | 99 | Multistrategy | AQRIX vs ADAIX | |
| AQR Managed Futures Strategy HV Fund | 0.24 | 0.15 | -0.10 | 82 | Systematic Trend | AQRIX vs QMHIX |
To view more results, upgrade your current subscription plan.
Build a portfolio that complements AQRIX
Add AQRIX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with AQRIX