Looking to diversify beyond SBIFX? The mutual funds below have historically moved differently from SBIFX, 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 SBIFX
1 mutual funds have low correlation with SBIFX (below 0.3), 0 of which are negatively correlated. The least correlated is Vanguard Balanced Index Fund Investor Shares (VBINX) (Diversified Portfolio) with a 1Y correlation of 0.16, down from 0.28 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Vanguard Balanced Index Fund Investor Shares | 0.16 | 0.32 | 0.28 | 64 | Diversified Portfolio | SBIFX vs VBINX |
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