Looking to diversify beyond SBFCX? The mutual funds below have historically moved differently from SBFCX, 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 SBFCX
2 mutual funds have low correlation with SBFCX (below 0.3), 1 of which are negatively correlated.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Victory Pioneer Cat Bond Fund Class Y | -0.02 | — | — | 100 | Nontraditional Bonds | SBFCX vs CBYYX | |
| Lazard Enhanced Opportunities Portfolio Open Share... | 0.14 | 0.03 | 0.14 | 75 | Convertible Bonds | SBFCX vs LEOOX | |
| Victory Global Energy Transition Fund | 0.31 | 0.48 | 0.57 | 96 | Energy Equities | SBFCX vs RSNRX | |
| Nuveen Preferred Securities & Income Fund | 0.34 | 0.38 | 0.43 | 73 | Preferred Stock | SBFCX vs NPSRX | |
| Cohen & Steers Preferred Securities and Income SMA... | 0.38 | 0.38 | 0.41 | 85 | Preferred Stock | SBFCX vs PISHX |
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