Looking to diversify beyond ARTRX? The mutual funds below have historically moved differently from ARTRX, 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 ARTRX
4 mutual funds have low correlation with ARTRX (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 -0.15, roughly unchanged from -0.14 over 3 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Artisan Global Unconstrained Fund | -0.15 | -0.14 | — | 99 | Nontraditional Bonds | ARTRX vs APFPX | |
| GQG Partners Global Quality Dividend Income Fund | 0.04 | 0.40 | 0.51 | 63 | Quality Factor, Global Equities | ARTRX vs GQFPX | |
| Lord Abbett Short Duration Income Fund | 0.21 | 0.15 | 0.15 | 55 | Short-Term Bond | ARTRX vs LALDX | |
| Cohen & Steers Global Infrastructure Fund Class A | 0.22 | 0.32 | 0.47 | 66 | Infrastructure Equities, Global Equities | ARTRX vs CSUAX | |
| Nuveen Global Infrastructure Fund Class A | 0.30 | 0.41 | 0.54 | 52 | Infrastructure Equities, Global Equities | ARTRX vs FGIAX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for ARTRX, and a Risk / Return Rank of 50 or higher. Treat them as research candidates rather than evidence that they will offset a future decline. The least correlated is Apple Inc (AAPL) (Technology) with a 1Y correlation of 0.32, down from 0.50 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Apple Inc | 0.32 | 0.36 | 0.50 | 90 | Technology |
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