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
20 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 0.03 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 | 0.03 | 91 | Bank Loan | SAMBX vs XPTFX | |
| Virtus Duff & Phelps Select MLP and Energy Fund | -0.08 | 0.11 | 0.22 | 86 | Energy Equities | SAMBX vs VLPIX | |
| Virtus Duff & Phelps Global Infrastructure Fund | 0.02 | 0.16 | 0.22 | 56 | Energy Equities | SAMBX vs PGUAX | |
| The Merger Fund | 0.05 | 0.11 | 0.16 | 97 | Event Driven | SAMBX vs MERFX | |
| Virtus Duff & Phelps Real Asset Fund | 0.06 | 0.19 | 0.27 | 75 | Global Allocation | SAMBX vs PDPAX |
See all 63 diversifiers for SAMBX
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