Looking to diversify beyond HAVGX? The mutual funds below have historically moved differently from HAVGX, 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 HAVGX
2 mutual funds have low correlation with HAVGX (below 0.3), 0 of which are negatively correlated. The least correlated is GQG Partners US Quality Dividend Income Fund (GQHPX) (Quality Factor) with a 1Y correlation of 0.11, down from 0.61 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| GQG Partners US Quality Dividend Income Fund | 0.11 | 0.47 | 0.61 | 62 | Quality Factor, Large Cap Value Equities | HAVGX vs GQHPX | |
| GQG Partners Global Quality Dividend Income Fund | 0.28 | 0.49 | 0.60 | 70 | Quality Factor, Global Equities | HAVGX vs GQFPX | |
| Goldman Sachs Strategic Volatility Premium Fund | 0.33 | 0.15 | 0.15 | 97 | Large Cap Blend Equities | HAVGX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 0.41 | 0.33 | 0.38 | 59 | Preferred Stock | HAVGX vs ORDNX | |
| GQG Partners International Quality Dividend Income... | 0.47 | 0.49 | 0.53 | 71 | Quality Factor, Foreign Large Cap Equities | HAVGX vs GQJPX |
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