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Archer Dividend Growth Fund (ARDGX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jul 14, 2026

Under normal market conditions, the fund seeks to achieve its objective to provide income and, as a secondary focus, long-term capital appreciation, by investing at least 80% of its net assets in equity securities of large-capitalization companies, primarily in dividend-paying equity securities, consisting of common stocks, preferred stocks and shares of beneficial interest of real estate investment trusts ("REITs"). It may invest up to 30% of its total assets in foreign securities.

Looking to diversify beyond ARDGX? The mutual funds below have the lowest correlation with ARDGX — 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 ARDGX.

Best Diversifiers for ARDGX

2 mutual funds have low correlation with ARDGX (below 0.3), 0 of which are negatively correlated. The least correlated is AMG Yacktman Focused Fund (YAFFX) (Large Cap Value Equities) with a 1Y correlation of 0.27, down from 0.65 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
YAFFX
AMG Yacktman Focused Fund0.270.530.65
86
Large Cap Value EquitiesARDGX vs YAFFX
ARINX
Archer Income Fund0.290.250.22
54
Intermediate Core-Plus BondARDGX vs ARINX
ALSMX
Archer Multi Cap Fund0.400.570.65
75
Large Cap Blend EquitiesARDGX vs ALSMX
FLCSX
Fidelity Large Cap Stock Fund0.430.570.70
73
Large Cap Blend EquitiesARDGX vs FLCSX
LEXCX
Voya Corporate Leaders Trust Fund0.440.620.72
70
Large Cap Value EquitiesARDGX vs LEXCX
See all 41 diversifiers for ARDGX

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Low-Correlation Stock Ideas

If you're looking for individual stocks that move independently from ARDGX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to ARDGX and solid risk/return profiles. The least correlated is Innovative Industrial Properties, Inc. (IIPR) (Real Estate) with a 1Y correlation of 0.37, roughly unchanged from 0.47 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankSector
IIPR
Innovative Industrial Properties, Inc.0.370.470.47
70
Real Estate

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