Looking to diversify beyond SCSPX? The mutual funds below have the lowest correlation with SCSPX — 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 SCSPX.
Best Diversifiers for SCSPX
3 mutual funds have low correlation with SCSPX (below 0.3), 0 of which are negatively correlated. The least correlated is Sterling Capital Behavioral Large Cap Value Equity Fund (BBISX) (Large Cap Value Equities) with a 1Y correlation of 0.23, up from 0.09 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Sterling Capital Behavioral Large Cap Value Equity... | 0.23 | 0.18 | 0.09 | 92 | Large Cap Value Equities | SCSPX vs BBISX | |
| Sterling Capital Behavioral Small Cap Value Equity... | 0.26 | 0.21 | 0.11 | 72 | Small Cap Value Equities | SCSPX vs SPSCX | |
| Sterling Capital Stratton Small Cap Value Fund | 0.26 | 0.20 | 0.11 | 83 | Small Cap Blend Equities | SCSPX vs STSCX | |
| Sterling Capital Stratton Mid Cap Value Fund | 0.32 | 0.23 | 0.14 | 55 | Mid Cap Blend Equities | SCSPX vs STRGX | |
| Sterling Capital West Virginia Intermediate Tax-Fr... | 0.50 | 0.60 | 0.56 | 68 | Municipal Bonds | SCSPX vs OWVAX |
See all 11 diversifiers for SCSPX
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