Looking to diversify beyond SAMBX? The mutual funds below have the lowest correlation with SAMBX — 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 SAMBX.
Best Diversifiers for SAMBX
21 mutual funds have low correlation with SAMBX (below 0.3), 2 of which are negatively correlated. The least correlated is Federated Hermes Project and Trade Finance Tender Fund (XPTFX) (Bank Loan) with a 1Y correlation of -0.13, down from 0.04 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Federated Hermes Project and Trade Finance Tender ... | -0.13 | -0.06 | 0.04 | 84 | Bank Loan | SAMBX vs XPTFX | |
| Virtus Duff & Phelps Select MLP and Energy Fund | -0.05 | 0.13 | 0.23 | 55 | Energy Equities | SAMBX vs VLPIX | |
| Virtus Ceredex Small-Cap Value Equity Fund | 0.06 | 0.22 | 0.27 | 54 | Small Cap Blend Equities | SAMBX vs SCETX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 0.07 | 0.23 | 0.26 | 91 | Mid Cap Value Equities | SAMBX vs SMVTX | |
| Virtus Duff & Phelps Real Asset Fund | 0.08 | 0.20 | 0.28 | 50 | Global Allocation | SAMBX vs PDPAX |
See all 62 diversifiers for SAMBX
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