Looking to diversify beyond SAREX? The mutual funds below have historically moved differently from SAREX, 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 SAREX
4 mutual funds have low correlation with SAREX (below 0.3), 2 of which are negatively correlated. The least correlated is TIAA Real Estate Account (QREARX) (REIT) with a 1Y correlation of -0.18, roughly unchanged from -0.13 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| TIAA Real Estate Account | -0.18 | -0.13 | -0.13 | 99 | REIT | SAREX vs QREARX | |
| SA Emerging Markets Value Fund | -0.06 | 0.13 | 0.17 | 74 | Emerging Markets Equities | SAREX vs SAEMX | |
| Redwood Real Estate Income Fund | 0.04 | — | — | 100 | REIT | SAREX vs CREMX | |
| SA U.S. Core Market Fund | 0.22 | 0.42 | 0.55 | 67 | Large Cap Blend Equities | SAREX vs SAMKX | |
| SA U.S. Fixed Income Fund | 0.31 | 0.31 | 0.24 | 90 | Ultrashort Bond | SAREX vs SAUFX |
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