Looking to diversify beyond MSSCX? The mutual funds below have historically moved differently from MSSCX, 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 MSSCX
0 mutual funds have low correlation with MSSCX (below 0.3), 0 of which are negatively correlated. The least correlated is AMG Yacktman Focused Fund (YAFFX) (Large Cap Value Equities) with a 1Y correlation of 0.46, down from 0.68 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | 0.46 | 0.60 | 0.68 | 89 | Large Cap Value Equities | MSSCX vs YAFFX | |
| AMG Yacktman Fund | 0.54 | 0.65 | 0.72 | 91 | Large Cap Value Equities | MSSCX vs YACKX | |
| AMG Boston Common Global Impact Fund | 0.78 | 0.82 | 0.84 | 54 | Large Cap Growth Equities | MSSCX vs BRWIX | |
| Dana Epiphany ESG Small Cap Equity Fund | 0.83 | 0.88 | 0.91 | 90 | Small Cap Growth Equities | MSSCX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | 0.84 | 0.87 | 0.90 | 77 | Small Cap Growth Equities | MSSCX vs RYWCX |
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