Looking to diversify beyond ARTGX? The mutual funds below have historically moved differently from ARTGX, 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 ARTGX
4 mutual funds have low correlation with ARTGX (below 0.3), 1 of which are negatively correlated. The least correlated is Artisan Global Unconstrained Fund (APFPX) (Nontraditional Bonds) with a 1Y correlation of -0.23, roughly unchanged from -0.17 over 3 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Artisan Global Unconstrained Fund | -0.23 | -0.17 | — | 99 | Nontraditional Bonds | ARTGX vs APFPX | |
| GQG Partners Global Quality Dividend Income Fund | 0.27 | 0.57 | 0.67 | 70 | Quality Factor, Global Equities | ARTGX vs GQFPX | |
| Vanguard Short-Term Bond Index Fund Institutional ... | 0.27 | 0.16 | 0.14 | 56 | Total Bond Market | ARTGX vs VBITX | |
| Artisan Floating Rate Fund | 0.28 | 0.22 | — | 85 | Bank Loan | ARTGX vs ARTUX | |
| Aegis Value Fund Class I | 0.31 | 0.43 | 0.54 | 94 | Small Cap Value Equities | ARTGX vs AVALX |
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