Looking to diversify beyond SFBDX? The mutual funds below have the lowest correlation with SFBDX — 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 SFBDX.
Best Diversifiers for SFBDX
13 mutual funds have low correlation with SFBDX (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 0.02, down from 0.23 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA Municipal Real Return Portfolio | 0.02 | 0.21 | 0.23 | 95 | Municipal Bonds | SFBDX vs DMREX | |
| DFA California Municipal Real Return Portfolio | 0.02 | 0.20 | 0.23 | 96 | Municipal Bonds | SFBDX vs DCARX | |
| State Farm Growth Fund | 0.16 | 0.15 | 0.11 | 87 | Large Cap Blend Equities | SFBDX vs STFGX | |
| DFA Short-Term Selective State Municipal Bond Port... | 0.18 | 0.28 | 0.41 | 100 | Municipal Bonds | SFBDX vs DFABX | |
| State Farm Balanced Fund | 0.19 | 0.20 | 0.15 | 88 | Diversified Portfolio | SFBDX vs STFBX |
See all 20 diversifiers for SFBDX
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