PortfoliosLab logoPortfoliosLab logo

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

Best Diversifiers for AWF

23 mutual funds have low correlation with AWF (below 0.3), 0 of which are negatively correlated. The least correlated is Pioneer ILS Interval Fund (XILSX) (High Yield Bonds) with a 1Y correlation of 0.04, roughly unchanged from 0.09 over 5 years.


See all 55 diversifiers for AWF

To view more results, upgrade your current subscription plan.

Low-Correlation Stock Ideas

If you're looking for individual stocks that move independently from AWF, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to AWF and solid risk/return profiles. The least correlated is Antero Midstream Corporation (AM) (Energy) with a 1Y correlation of -0.07, down from 0.26 over 5 years.


SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankSector
Antero Midstream Corporation-0.070.190.26
65
Energy
Cohen & Steers Quality Income Realty Fund0.240.370.43
67
Financial Services
Nuveen AMT-Free Quality Municipal Income Fund0.290.350.37
78
Financial Services

Rows per page

1–3 of 3

Diversification Analysis

Build a portfolio that complements AWF

Add AWF to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.

Analyze a portfolio with AWF