Looking to diversify beyond SCCIX? The mutual funds below have the lowest correlation with SCCIX — 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 SCCIX.
Best Diversifiers for SCCIX
1 mutual funds have low correlation with SCCIX (below 0.3), 0 of which are negatively correlated. The least correlated is Chartwell Small Cap Growth Fund (CWSGX) (Small Cap Growth Equities) with a 1Y correlation of 0.28, up from 0.14 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Chartwell Small Cap Growth Fund | 0.28 | 0.20 | 0.14 | 86 | Small Cap Growth Equities | SCCIX vs CWSGX | |
| Carillon Eagle Small Cap Growth Fund | 0.32 | 0.22 | 0.17 | 64 | Small Cap Growth Equities | SCCIX vs HRSCX | |
| Chartwell Income Fund | 0.33 | 0.64 | 0.66 | 57 | Diversified Portfolio | SCCIX vs BERIX | |
| Carillon Eagle Growth & Income Fund | 0.34 | 0.25 | 0.19 | 61 | Large Cap Value Equities | SCCIX vs HRCVX | |
| Carillon Scout Mid Cap Fund | 0.38 | 0.27 | 0.18 | 54 | Mid Cap Blend Equities | SCCIX vs UMBMX |
See all 9 diversifiers for SCCIX
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Diversification Analysis
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