Looking to diversify beyond GAGEX? The mutual funds below have the lowest correlation with GAGEX — 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 GAGEX.
Best Diversifiers for GAGEX
9 mutual funds have low correlation with GAGEX (below 0.3), 0 of which are negatively correlated. The least correlated is Guinness Atkinson Asia Focus Fund (IASMX) (Asia Pacific Equities) with a 1Y correlation of 0.05, down from 0.29 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Guinness Atkinson Asia Focus Fund | 0.05 | 0.22 | 0.29 | 65 | Asia Pacific Equities | GAGEX vs IASMX | |
| Calvert Global Energy Solutions Fund Class A | 0.07 | 0.30 | 0.38 | 80 | Energy Equities | GAGEX vs CGAEX | |
| abrdn Global Infrastructure Fund | 0.15 | 0.31 | 0.41 | 64 | Energy Equities | GAGEX vs AIFRX | |
| ClearBridge Global Infrastructure Income Fund | 0.15 | 0.25 | 0.35 | 54 | Energy Equities | GAGEX vs RGSVX | |
| U.S. Global Investors Global Resources Fund | 0.21 | 0.43 | 0.57 | 56 | Energy Equities | GAGEX vs PSPFX |
To view more results, upgrade your current subscription plan.
Build a portfolio that complements GAGEX
Add GAGEX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with GAGEX