Looking to diversify beyond SBSIX? The mutual funds below have historically moved differently from SBSIX, 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 SBSIX
1 mutual funds have low correlation with SBSIX (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 0.27, roughly unchanged from 0.18 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 | 0.27 | 0.21 | 0.18 | 83 | Municipal Bonds | SBSIX vs WTCOX | |
| Segall Bryant & Hamill Municipal Opportunities Fun... | 0.31 | 0.25 | 0.20 | 73 | Municipal Bonds | SBSIX vs WITAX | |
| Pear Tree Polaris International Opportunities Fund | 0.46 | 0.59 | 0.65 | 53 | Foreign Small & Mid Cap Equities | SBSIX vs QISIX | |
| Segall Bryant & Hamill Quality High Yield Fund | 0.56 | 0.51 | 0.52 | 89 | High Yield Bonds | SBSIX vs WTLTX | |
| AMG Yacktman Special Opportunities Fund | 0.57 | 0.63 | 0.70 | 50 | Foreign Small & Mid Cap Equities | SBSIX vs YASLX |
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