Looking to diversify beyond SAMFX? The mutual funds below have the lowest correlation with SAMFX — 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 SAMFX.
Best Diversifiers for SAMFX
2 mutual funds have low correlation with SAMFX (below 0.3), 0 of which are negatively correlated. The least correlated is The Merger Fund (MERFX) (Event Driven) with a 1Y correlation of 0.11, roughly unchanged from 0.05 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| The Merger Fund | 0.11 | 0.06 | 0.05 | 97 | Event Driven | SAMFX vs MERFX | |
| Virtus Seix Floating Rate High Income Fund | 0.21 | 0.21 | 0.20 | 97 | Bank Loan | SAMFX vs SAMBX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 0.42 | 0.28 | 0.18 | 90 | Intermediate Core-Plus Bond | SAMFX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | 0.45 | 0.25 | 0.16 | 92 | Intermediate Core-Plus Bond | SAMFX vs LCTIX | |
| Holbrook Income Fund Class I | 0.48 | 0.40 | 0.41 | 98 | Intermediate Core-Plus Bond | SAMFX vs HOBIX |
See all 10 diversifiers for SAMFX
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