Looking to diversify beyond SBSPX? The mutual funds below have historically moved differently from SBSPX, 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 SBSPX
0 mutual funds have low correlation with SBSPX (below 0.3), 0 of which are negatively correlated. The least correlated is Goldman Sachs Strategic Volatility Premium Fund (SVPFX) (Large Cap Blend Equities) with a 1Y correlation of 0.33, up from 0.13 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 0.33 | 0.15 | 0.13 | 97 | Large Cap Blend Equities | SBSPX vs SVPFX | |
| Franklin Income Fund Class A1 | 0.48 | 0.55 | 0.64 | 93 | Diversified Portfolio | SBSPX vs FKINX | |
| Franklin Income Fund Advisor Class | 0.49 | 0.52 | 0.65 | 95 | Diversified Portfolio | SBSPX vs FRIAX | |
| North Square Preferred and Income Securities Fund | 0.53 | 0.35 | 0.41 | 57 | Preferred Stock | SBSPX vs ORDNX | |
| Rock Oak Core Growth Fund | 0.57 | 0.70 | 0.80 | 94 | Large Cap Blend Equities | SBSPX vs RCKSX |
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