Looking to diversify beyond SBHVX? The mutual funds below have the lowest correlation with SBHVX — they tend to move on their own, which can help reduce risk when the rest of your portfolio drops. The stock ideas table highlights individual companies that behave independently from SBHVX.
Best Diversifiers for SBHVX
2 mutual funds have low correlation with SBHVX (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 0.17, roughly unchanged from 0.10 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Segall Bryant & Hamill Colorado Tax Free Fund | 0.17 | 0.13 | 0.10 | 86 | Municipal Bonds | SBHVX vs WTCOX | |
| Segall Bryant & Hamill Municipal Opportunities Fun... | 0.21 | 0.15 | 0.11 | 85 | Municipal Bonds | SBHVX vs WITAX | |
| Segall Bryant & Hamill Quality High Yield Fund | 0.52 | 0.49 | 0.47 | 88 | High Yield Bonds | SBHVX vs WTLTX | |
| Segall Bryant & Hamill Emerging Markets Fund | 0.58 | 0.54 | 0.57 | 88 | Emerging Markets Diversified | SBHVX vs SBEMX | |
| Auer Growth Fund | 0.75 | 0.77 | 0.80 | 83 | Small Cap Blend Equities | SBHVX vs AUERX |
See all 33 diversifiers for SBHVX
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