Looking to diversify beyond SDVGX? The mutual funds below have the lowest correlation with SDVGX — 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 SDVGX.
Best Diversifiers for SDVGX
5 mutual funds have low correlation with SDVGX (below 0.3), 0 of which are negatively correlated. The least correlated is SIT Minnesota Tax Free Income Fund (SMTFX) (Municipal Bonds) with a 1Y correlation of 0.20, roughly unchanged from 0.11 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| SIT Minnesota Tax Free Income Fund | 0.20 | 0.12 | 0.11 | 80 | Municipal Bonds | SDVGX vs SMTFX | |
| SIT Tax Free Income Fund | 0.20 | 0.15 | 0.15 | 74 | Municipal Bonds | SDVGX vs SNTIX | |
| Federated Hermes MDT All Cap Core Fund | 0.27 | 0.58 | 0.76 | 56 | Large Cap Blend Equities | SDVGX vs QIACX | |
| Federated Hermes MDT All Cap Core Fund Class R6 | 0.27 | 0.58 | 0.76 | 56 | Large Cap Blend Equities | SDVGX vs QKACX | |
| Goldman Sachs Strategic Volatility Premium Fund | 0.28 | 0.13 | 0.12 | 73 | Large Cap Blend Equities | SDVGX vs SVPFX |
See all 44 diversifiers for SDVGX
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