Looking to diversify beyond ATGAX? The mutual funds below have the lowest correlation with ATGAX — 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 ATGAX.
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 Fuller & Thaler Behavioral Small-Mid Core Equity Fund (FTSIX) (Mid Cap Blend Equities) with a 1Y correlation of 0.73, roughly unchanged from 0.73 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | 0.73 | 0.73 | 0.73 | 59 | Mid Cap Blend Equities | ATGAX vs FTSIX | |
| Harbor Mid Cap Fund | 0.80 | 0.80 | 0.80 | 57 | Mid Cap Blend Equities | ATGAX vs HMCNX | |
| Fidelity Advisor Stock Selector Mid Cap Fund Class... | 0.85 | 0.85 | 0.85 | 61 | Mid Cap Blend Equities | ATGAX vs FMCDX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 0.86 | 0.86 | 0.86 | 68 | Mid Cap Blend Equities | ATGAX vs FZFLX | |
| Voya Russell Mid Cap Index Portfolio | 0.87 | 0.87 | 0.87 | 53 | Mid Cap Blend Equities | ATGAX vs IIRMX |
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