Looking to diversify beyond ARYVX? The mutual funds below have the lowest correlation with ARYVX — 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 ARYVX.
Best Diversifiers for ARYVX
3 mutual funds have low correlation with ARYVX (below 0.3), 2 of which are negatively correlated. The least correlated is TIAA Real Estate Account (QREARX) (REIT) with a 1Y correlation of -0.21, roughly unchanged from -0.14 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| TIAA Real Estate Account | -0.21 | -0.14 | -0.14 | 98 | REIT | ARYVX vs QREARX | |
| Redwood Real Estate Income Fund | -0.03 | — | — | 100 | REIT | ARYVX vs CREMX | |
| American Century California High Yield Municipal F... | 0.29 | 0.29 | 0.25 | 61 | Municipal Bonds | ARYVX vs BCHYX | |
| Fidelity Series Real Estate Income Fund | 0.47 | 0.53 | 0.67 | 88 | REIT | ARYVX vs FSREX | |
| American Century Small Company Fund | 0.51 | 0.62 | 0.66 | 65 | Small Cap Blend Equities | ARYVX vs ASQIX |
See all 6 diversifiers for ARYVX
To view more results, upgrade your current subscription plan.
Diversification Analysis
Build a portfolio that complements ARYVX
Add ARYVX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with ARYVX