Looking to diversify beyond SBEMX? The mutual funds below have historically moved differently from SBEMX, 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 SBEMX
4 mutual funds have low correlation with SBEMX (below 0.3), 0 of which are negatively correlated. The least correlated is Segall Bryant & Hamill Colorado Tax Free Fund (WTCOX) (Municipal Bonds) with a 1Y correlation of 0.19, roughly unchanged from 0.12 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Segall Bryant & Hamill Colorado Tax Free Fund | 0.19 | 0.13 | 0.12 | 88 | Municipal Bonds | SBEMX vs WTCOX | |
| Goldman Sachs GQG Partners International Opportuni... | 0.23 | 0.53 | 0.63 | 56 | Foreign Large Cap Equities, Emerging Markets Equities | SBEMX vs GSIYX | |
| The Cook & Bynum Fund | 0.27 | 0.36 | 0.45 | 66 | Emerging Markets Equities | SBEMX vs COBYX | |
| Segall Bryant & Hamill Municipal Opportunities Fun... | 0.29 | 0.15 | 0.14 | 77 | Municipal Bonds | SBEMX vs WITAX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 0.43 | 0.60 | 0.68 | 92 | Emerging Markets Equities | SBEMX vs ESCIX |
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