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

2 mutual funds have low correlation with EMD (below 0.3), 0 of which are negatively correlated. The least correlated is DoubleLine Low Duration Emerging Markets Fixed Income Fund (DBLLX) (Emerging Markets Bonds) with a 1Y correlation of 0.30, roughly unchanged from 0.26 over 5 years.

How candidates are selected

See all 25 diversifiers for EMD

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Low-Correlation Stock Ideas

The table shows companies with at least $1B in market capitalization, historical correlation data for EMD, 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 AGNC Investment Corp. (AGNC) (Real Estate) with a 1Y correlation of 0.40, roughly unchanged from 0.40 over 5 years.

How candidates are selected

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankSector
AGNC Investment Corp.0.400.450.40
78
Real Estate
BlackRock Capital Allocation Term Trust0.470.400.43
95
Financial Services
Abrdn Total Dynamic Dividend Fund0.560.500.51
89
Financial Services

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