Looking to diversify beyond SEPAX? The mutual funds below have the lowest correlation with SEPAX — 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 SEPAX.
Best Diversifiers for SEPAX
17 mutual funds have low correlation with SEPAX (below 0.3), 0 of which are negatively correlated. The least correlated is DFA Municipal Real Return Portfolio (DMREX) (Municipal Bonds) with a 1Y correlation of 0.04, down from 0.26 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA Municipal Real Return Portfolio | 0.04 | 0.25 | 0.26 | 95 | Municipal Bonds | SEPAX vs DMREX | |
| SEI Institutional Investments Trust Opportunistic ... | 0.11 | 0.18 | 0.20 | 100 | Ultrashort Bond | SEPAX vs ENIAX | |
| SEI Institutional Investments Trust S&P 500 Index ... | 0.15 | 0.14 | 0.09 | 74 | S&P 500 | SEPAX vs SPINX | |
| SEI S&P 500 Index Fund Class I | 0.16 | 0.14 | 0.09 | 68 | Large Cap Blend Equities | SEPAX vs SPIIX | |
| SEI Institutional Investments Trust Dynamic Asset ... | 0.17 | 0.11 | 0.07 | 62 | Large Cap Blend Equities | SEPAX vs SDLAX |
See all 29 diversifiers for SEPAX
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