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Looking to diversify beyond CAF? The mutual funds below have historically moved differently from CAF, 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 CAF

3 mutual funds have low correlation with CAF (below 0.3), 0 of which are negatively correlated. The least correlated is Morgan Stanley Pathway Funds Ultra-ShortTerm Fixed Income Fund (TSDUX) (Ultrashort Bond) with a 1Y correlation of 0.09, roughly unchanged from 0.01 over 5 years.

How candidates are selected

Low-Correlation Stock Ideas

The table shows companies with at least $1B in market capitalization, historical correlation data for CAF, and a Risk / Return Rank of 50 or higher. Treat them as research candidates rather than evidence that they will offset a future decline. The least correlated is China Yuchai International Limited (CYD) (Industrials) with a 1Y correlation of 0.29, up from 0.19 over 5 years.

How candidates are selected

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankSector
China Yuchai International Limited0.290.170.19
88
Industrials
Ping An Insurance Company of China0.380.520.56
59
Financial Services

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Diversification Analysis

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