Looking to diversify beyond ARFFX? The mutual funds below have historically moved differently from ARFFX, 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 ARFFX
0 mutual funds have low correlation with ARFFX (below 0.3), 0 of which are negatively correlated. The least correlated is Ariel International Fund (AINTX) (Foreign Large Cap Equities) with a 1Y correlation of 0.42, down from 0.56 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Ariel International Fund | 0.42 | 0.49 | 0.56 | 59 | Foreign Large Cap Equities | ARFFX vs AINTX | |
| Ariel Global Fund | 0.45 | 0.61 | 0.67 | 85 | Global Equities | ARFFX vs AGLOX | |
| Invesco Value Opportunities Fund Class Y | 0.57 | 0.73 | 0.83 | 70 | Mid Cap Value Equities | ARFFX vs VVOIX | |
| Invesco Value Opportunities Fund | 0.57 | 0.73 | 0.83 | 70 | Mid Cap Value Equities | ARFFX vs VVOAX | |
| Invesco V.I. American Value Fund | 0.58 | 0.73 | 0.83 | 71 | Mid Cap Value Equities | ARFFX vs UMCVX |
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