Looking to diversify beyond AVEEX? The mutual funds below have the lowest correlation with AVEEX — 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 AVEEX.
Best Diversifiers for AVEEX
0 mutual funds have low correlation with AVEEX (below 0.3), 0 of which are negatively correlated. The least correlated is Avantis U.S. Small Cap Value Fund (AVUVX) (Small Cap Value Equities) with a 1Y correlation of 0.44, down from 0.55 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Avantis U.S. Small Cap Value Fund | 0.44 | 0.49 | 0.55 | 81 | Small Cap Value Equities | AVEEX vs AVUVX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 0.49 | 0.65 | 0.73 | 83 | Emerging Markets Diversified | AVEEX vs ESCIX | |
| Invesco Value Opportunities Fund | 0.66 | 0.64 | 0.66 | 81 | Mid Cap Value Equities | AVEEX vs VVOAX | |
| UBS Emerging Markets Equity Opportunity Fund | 0.68 | 0.75 | 0.80 | 82 | Emerging Markets Diversified | AVEEX vs EMPTX | |
| Avantis International Small Cap Value Fund Institu... | 0.69 | 0.69 | 0.74 | 73 | Foreign Small & Mid Cap Equities | AVEEX vs AVDVX |
See all 31 diversifiers for AVEEX
To view more results, upgrade your current subscription plan.
Diversification Analysis
Build a portfolio that complements AVEEX
Add AVEEX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with AVEEX