Looking to diversify beyond SAGPX? The mutual funds below have historically moved differently from SAGPX, 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 SAGPX
2 mutual funds have low correlation with SAGPX (below 0.3), 1 of which are negatively correlated. The least correlated is SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund (SIFAX) (Diversified Portfolio) with a 1Y correlation of -0.20, down from 0.11 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | -0.20 | -0.02 | 0.11 | 83 | Diversified Portfolio | SAGPX vs SIFAX | |
| MH Elite Small Cap Fund of Funds Fund | 0.01 | 0.14 | 0.50 | 66 | Diversified Portfolio | SAGPX vs MHELX | |
| BlackRock Global Equity Market Neutral Fund Class ... | 0.37 | 0.20 | 0.13 | 97 | Equity Market Neutral | SAGPX vs BDMIX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 0.39 | 0.55 | 0.61 | 89 | Diversified Portfolio | SAGPX vs FCSRX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 0.39 | 0.55 | 0.61 | 91 | Diversified Portfolio | SAGPX vs FIQDX |
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