Looking to diversify beyond SCPZX? The mutual funds below have the lowest correlation with SCPZX — 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 SCPZX.
Best Diversifiers for SCPZX
0 mutual funds have low correlation with SCPZX (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 0.31, up from 0.19 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Chartwell Small Cap Growth Fund | 0.31 | 0.23 | 0.19 | 84 | Small Cap Growth Equities | SCPZX vs CWSGX | |
| Holbrook Income Fund Class I | 0.33 | 0.32 | 0.37 | 98 | Intermediate Core-Plus Bond | SCPZX vs HOBIX | |
| Chartwell Income Fund | 0.34 | 0.66 | 0.69 | 58 | Diversified Portfolio | SCPZX vs BERIX | |
| Carillon Eagle Small Cap Growth Fund | 0.35 | 0.25 | 0.22 | 61 | Small Cap Growth Equities | SCPZX vs HRSCX | |
| Carillon Eagle Growth & Income Fund | 0.35 | 0.27 | 0.23 | 59 | Large Cap Value Equities | SCPZX vs HRCVX |
See all 17 diversifiers for SCPZX
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