Looking to diversify beyond SEPAX? The mutual funds below have historically moved differently from SEPAX, 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 SEPAX
15 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 0.05, down from 0.27 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA Municipal Real Return Portfolio | 0.05 | 0.24 | 0.27 | 91 | Municipal Bonds | SEPAX vs DMREX | |
| SEI Institutional Investments Trust Opportunistic ... | 0.06 | 0.17 | 0.19 | 100 | Ultrashort Bond | SEPAX vs ENIAX | |
| SEI Institutional Investments Trust S&P 500 Index ... | 0.21 | 0.14 | 0.10 | 73 | S&P 500 | SEPAX vs SPINX | |
| SEI S&P 500 Index Fund Class I | 0.21 | 0.14 | 0.10 | 67 | Large Cap Blend Equities | SEPAX vs SPIIX | |
| SEI Institutional Investments Trust Dynamic Asset ... | 0.23 | 0.11 | 0.08 | 62 | Large Cap Blend Equities | SEPAX vs SDLAX |
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