Looking to diversify beyond AULDX? The mutual funds below have historically moved differently from AULDX, 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 AULDX
3 mutual funds have low correlation with AULDX (below 0.3), 0 of which are negatively correlated. The least correlated is American Century Equity Income Fund Class I (ACIIX) (Dividend) with a 1Y correlation of 0.13, down from 0.46 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| American Century Equity Income Fund Class I | 0.13 | 0.25 | 0.46 | 84 | Dividend, Large Cap Value Equities | AULDX vs ACIIX | |
| American Century Equity Income Fund | 0.14 | 0.25 | 0.46 | 83 | Dividend, Large Cap Value Equities | AULDX vs TWEIX | |
| American Century California High Yield Municipal F... | 0.21 | 0.10 | 0.11 | 87 | Municipal Bonds | AULDX vs BCHYX | |
| American Century Disciplined Core Value Fund | 0.57 | 0.58 | 0.66 | 90 | Large Cap Value Equities | AULDX vs BIGRX | |
| ICON Equity Fund | 0.59 | 0.56 | 0.68 | 80 | Large Cap Growth Equities | AULDX vs IOLZX |
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