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Avantis U.S. Equity Fund (AVUSX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 3, 2026

The investment seeks long-term capital appreciation. The fund invests primarily in a diverse group of U.S. companies across market sectors and industry groups. It may invest in companies of all market capitalizations. The fund seeks securities of companies that the manager expects to have higher returns by placing an enhanced emphasis on securities of companies with smaller market capitalizations and securities of companies the manager defines as high profitability or value companies. Under normal market conditions, the fund will invest at least 80% of its assets in equity securities of U.S. companies.

Looking to diversify beyond AVUSX? The mutual funds below have the lowest correlation with AVUSX — 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 AVUSX.

Best Diversifiers for AVUSX

1 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 0.25, up from 0.10 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
SVPFX
Goldman Sachs Strategic Volatility Premium Fund0.250.120.10
70
Large Cap Blend EquitiesAVUSX vs SVPFX
ORDNX
North Square Preferred and Income Securities Fund0.470.360.43
72
Large Cap Blend EquitiesAVUSX vs ORDNX
SGOIX
First Eagle Overseas Fund Class I0.630.640.69
60
Large Cap Blend Equities, Foreign Large Cap EquitiesAVUSX vs SGOIX
AVEEX
Avantis Emerging Markets Equity Fund0.670.650.66
88
Emerging Markets DiversifiedAVUSX vs AVEEX
AVDVX
Avantis International Small Cap Value Fund0.680.680.74
83
Foreign Small & Mid Cap EquitiesAVUSX vs AVDVX
See all 40 diversifiers for AVUSX

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