PortfoliosLab logoPortfoliosLab logo

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

23 mutual funds have low correlation with FAOAX (below 0.3), 0 of which are negatively correlated. The least correlated is Kopernik International Fund (KGIIX) (Foreign Large Cap Equities) with a 1Y correlation of 0.23, down from 0.48 over 5 years.

How candidates are selected

Diversification Analysis

Build a portfolio that complements FAOAX

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

Analyze a portfolio with FAOAX