Looking to diversify beyond AWEIX? The mutual funds below have the lowest correlation with AWEIX — 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 AWEIX.
Best Diversifiers for AWEIX
1 mutual funds have low correlation with AWEIX (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 0.29, up from 0.14 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 0.29 | 0.16 | 0.14 | 70 | Large Cap Blend Equities | AWEIX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 0.47 | 0.34 | 0.42 | 72 | Large Cap Blend Equities | AWEIX vs ORDNX | |
| Rock Oak Core Growth Fund | 0.61 | 0.68 | 0.78 | 57 | Large Cap Blend Equities | AWEIX vs RCKSX | |
| First Eagle Overseas Fund Class I | 0.61 | 0.59 | 0.64 | 60 | Large Cap Blend Equities, Foreign Large Cap Equities | AWEIX vs SGOIX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 0.68 | 0.79 | 0.86 | 88 | Large Cap Blend Equities | AWEIX vs RESGX |
See all 38 diversifiers for AWEIX
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