Looking to diversify beyond AVUSX? The mutual funds below have historically moved differently from AVUSX, 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 AVUSX
0 mutual funds have low correlation with AVUSX (below 0.3), 0 of which are negatively correlated. The least correlated is Goldman Sachs Strategic Volatility Premium Fund (SVPFX) (Large Cap Blend Equities) with a 1Y correlation of 0.33, up from 0.11 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 0.33 | 0.15 | 0.11 | 97 | Large Cap Blend Equities | AVUSX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 0.51 | 0.36 | 0.42 | 59 | Preferred Stock | AVUSX vs ORDNX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 0.64 | 0.76 | 0.81 | 61 | Low Volatility | AVUSX vs FSUVX | |
| Rock Oak Core Growth Fund | 0.65 | 0.79 | 0.86 | 89 | Large Cap Blend Equities | AVUSX vs RCKSX | |
| First Eagle Overseas Fund Class I | 0.66 | 0.64 | 0.69 | 80 | Foreign Large Cap Equities | AVUSX vs SGOIX |
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