Looking to diversify beyond SAMFX? The mutual funds below have historically moved differently from SAMFX, 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 SAMFX
3 mutual funds have low correlation with SAMFX (below 0.3), 1 of which are negatively correlated. The least correlated is Virtus AlphaSimplex Managed Futures Strategy Fund Class I (ASFYX) (Systematic Trend) with a 1Y correlation of -0.06, up from -0.34 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Virtus AlphaSimplex Managed Futures Strategy Fund ... | -0.06 | -0.16 | -0.34 | 66 | Systematic Trend | SAMFX vs ASFYX | |
| The Merger Fund | 0.17 | 0.05 | 0.06 | 96 | Event Driven | SAMFX vs MERFX | |
| Virtus Seix Floating Rate High Income Fund | 0.18 | 0.21 | 0.20 | 98 | Bank Loan | SAMFX vs SAMBX | |
| Virtus Duff & Phelps Real Estate Securities Fund | 0.33 | 0.35 | 0.27 | 68 | REIT | SAMFX vs PHRAX | |
| Holbrook Income Fund Class I | 0.52 | 0.39 | 0.42 | 99 | Intermediate Core-Plus Bond | SAMFX vs HOBIX |
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