Looking to diversify beyond SEATX? The mutual funds below have historically moved differently from SEATX, 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 SEATX
15 mutual funds have low correlation with SEATX (below 0.3), 1 of which are negatively correlated. The least correlated is SEI Multi-Asset Real Return Fund Class A (SEIAX) (Inflation-Protected Bonds) with a 1Y correlation of -0.25, down from 0.07 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| SEI Multi-Asset Real Return Fund Class A | -0.25 | 0.03 | 0.07 | 86 | Inflation-Protected Bonds | SEATX vs SEIAX | |
| SEI Institutional Investments Trust Opportunistic ... | 0.13 | 0.19 | 0.27 | 100 | Ultrashort Bond | SEATX vs ENIAX | |
| SEI Institutional Managed Trust Real Return Fund | 0.20 | 0.32 | 0.28 | 64 | Inflation-Protected Bonds | SEATX vs SRAAX | |
| SEI Institutional Investments Trust Real Return Fu... | 0.22 | 0.31 | 0.29 | 78 | Inflation-Protected Bonds | SEATX vs RRPAX | |
| SEI Institutional Investments Trust Small Cap Fund | 0.23 | 0.21 | 0.20 | 67 | Small Cap Blend Equities | SEATX vs SLPAX |
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