Looking to diversify beyond SETAX? The mutual funds below have historically moved differently from SETAX, 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 SETAX
12 mutual funds have low correlation with SETAX (below 0.3), 2 of which are negatively correlated.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| TIAA Real Estate Account | -0.22 | — | — | 99 | REIT | SETAX vs QREARX | |
| BlackRock Global Equity Market Neutral Fund Class ... | -0.10 | -0.08 | -0.03 | 97 | Equity Market Neutral | SETAX vs BDMIX | |
| Redwood Real Estate Income Fund | 0.04 | — | — | 100 | REIT | SETAX vs CREMX | |
| Virtus AlphaSimplex Managed Futures Strategy Fund ... | 0.06 | 0.04 | -0.05 | 66 | Systematic Trend | SETAX vs ASFYX | |
| iShares S&P 500 Index Fund Class K | 0.20 | 0.43 | 0.57 | 63 | S&P 500 | SETAX vs WFSPX |
See all 33 diversifiers for SETAX
To view more results, upgrade your current subscription plan.
Diversification Analysis
Build a portfolio that complements SETAX
Add SETAX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with SETAX