Looking to diversify beyond SBSIX? The mutual funds below have the lowest correlation with SBSIX — 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 SBSIX.
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 0.17 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Segall Bryant & Hamill Colorado Tax Free Fund | 0.27 | 0.21 | 0.17 | 86 | Municipal Bonds | SBSIX vs WTCOX | |
| Segall Bryant & Hamill Municipal Opportunities Fun... | 0.30 | 0.25 | 0.19 | 85 | Municipal Bonds | SBSIX vs WITAX | |
| Pear Tree Polaris International Opportunities Fund | 0.47 | 0.61 | 0.65 | 50 | Foreign Small & Mid Cap Equities | SBSIX vs QISIX | |
| Segall Bryant & Hamill Quality High Yield Fund | 0.54 | 0.53 | 0.52 | 88 | High Yield Bonds | SBSIX vs WTLTX | |
| Segall Bryant & Hamill Small Cap Value Fund | 0.60 | 0.59 | 0.65 | 71 | Small Cap Blend Equities | SBSIX vs SBHVX |
See all 15 diversifiers for SBSIX
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