Looking to diversify beyond AVEEX? The mutual funds below have historically moved differently from AVEEX, 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 AVEEX
1 mutual funds have low correlation with AVEEX (below 0.3), 0 of which are negatively correlated. The least correlated is The Cook & Bynum Fund (COBYX) (Emerging Markets Equities) with a 1Y correlation of 0.28, down from 0.47 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| The Cook & Bynum Fund | 0.28 | 0.38 | 0.47 | 62 | Emerging Markets Equities | AVEEX vs COBYX | |
| Avantis U.S. Small Cap Value Fund | 0.43 | 0.49 | 0.55 | 94 | Small Cap Value Equities | AVEEX vs AVUVX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 0.46 | 0.65 | 0.72 | 96 | Emerging Markets Equities | AVEEX vs ESCIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 0.60 | 0.57 | — | 98 | Large Cap Value Equities | AVEEX vs AVLVX | |
| UBS Emerging Markets Equity Opportunity Fund | 0.69 | 0.75 | 0.80 | 80 | Emerging Markets Equities | AVEEX vs EMPTX |
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