Looking to diversify beyond ATGAX? The mutual funds below have historically moved differently from ATGAX, 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 ATGAX
0 mutual funds have low correlation with ATGAX (below 0.3), 0 of which are negatively correlated. The least correlated is Federated Hermes Mid Cap Index Fund (FMDCX) (Mid Cap Blend Equities) with a 1Y correlation of 0.75, roughly unchanged from 0.75 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Federated Hermes Mid Cap Index Fund | 0.75 | 0.75 | 0.75 | 67 | Mid Cap Blend Equities | ATGAX vs FMDCX | |
| Nationwide Mid Cap Market Index Fund | 0.76 | 0.76 | 0.76 | 50 | Mid Cap Blend Equities | ATGAX vs GMXAX | |
| T. Rowe Price QM U.S. Small & Mid-Cap Core Equity ... | 0.80 | 0.80 | 0.80 | 76 | Mid Cap Blend Equities | ATGAX vs TQSIX | |
| Carillon Scout Mid Cap Fund | 0.82 | 0.82 | 0.82 | 58 | Mid Cap Blend Equities | ATGAX vs UMBMX | |
| Thrivent Mid Cap Stock Fund Class S | 0.82 | 0.82 | 0.82 | 63 | Mid Cap Blend Equities | ATGAX vs TMSIX |
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