Looking to diversify beyond SCCIX? The mutual funds below have historically moved differently from SCCIX, 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 SCCIX
2 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 0.27, up from 0.15 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Chartwell Small Cap Growth Fund | 0.27 | 0.19 | 0.15 | 70 | Small Cap Growth Equities | SCCIX vs CWSGX | |
| Chartwell Income Fund | 0.27 | 0.62 | 0.66 | 81 | Diversified Portfolio | SCCIX vs BERIX | |
| Carillon Eagle Growth & Income Fund | 0.33 | 0.25 | 0.19 | 67 | Large Cap Value Equities | SCCIX vs HRCVX | |
| Carillon Scout Mid Cap Fund | 0.36 | 0.26 | 0.19 | 58 | Mid Cap Blend Equities | SCCIX vs UMBMX | |
| Carillon ClariVest International Stock Fund | 0.36 | 0.27 | 0.22 | 87 | Foreign Large Cap Equities | SCCIX vs EISIX |
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