Looking to diversify beyond SAXIX? The mutual funds below have historically moved differently from SAXIX, 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 SAXIX
4 mutual funds have low correlation with SAXIX (below 0.3), 0 of which are negatively correlated. The least correlated is SA Emerging Markets Value Fund (SAEMX) (Emerging Markets Equities) with a 1Y correlation of 0.17, up from 0.06 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| SA Emerging Markets Value Fund | 0.17 | 0.11 | 0.06 | 65 | Emerging Markets Equities | SAXIX vs SAEMX | |
| DFA Two Year Global Fixed Income Portfolio | 0.24 | 0.10 | 0.41 | 100 | Global Bonds | SAXIX vs DFGFX | |
| SA U.S. Value Fund | 0.24 | 0.17 | 0.07 | 97 | Large Cap Value Equities | SAXIX vs SABTX | |
| SA U.S. Core Market Fund | 0.30 | 0.20 | 0.12 | 66 | Large Cap Blend Equities | SAXIX vs SAMKX | |
| SA International Value Fund | 0.32 | 0.24 | 0.12 | 96 | Foreign Large Cap Equities | SAXIX vs SAHMX |
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