Looking to diversify beyond SFILX? The mutual funds below have historically moved differently from SFILX, 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 SFILX
0 mutual funds have low correlation with SFILX (below 0.3), 0 of which are negatively correlated. The least correlated is DFA Global Real Estate Securities Portfolio (DFGEX) (REIT) with a 1Y correlation of 0.50, down from 0.63 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA Global Real Estate Securities Portfolio | 0.50 | 0.58 | 0.63 | 50 | REIT | SFILX vs DFGEX | |
| DFA Short-Term Extended Quality Portfolio | 0.52 | 0.28 | 0.24 | 98 | Short-Term Bond | SFILX vs DFEQX | |
| DFA U.S. Small Cap Value Portfolio I | 0.54 | 0.60 | 0.66 | 85 | Small Cap Value Equities | SFILX vs DFSVX | |
| Fidelity Select Technology Portfolio | 0.55 | 0.51 | 0.60 | 72 | Technology Equities | SFILX vs FSPTX | |
| RBC BlueBay Emerging Market Debt Fund | 0.55 | 0.47 | 0.50 | 87 | Emerging Markets Bonds | SFILX vs RBESX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for SFILX, and a Risk / Return Rank of 50 or higher. Treat them as research candidates rather than evidence that they will offset a future decline. The least correlated is Berkshire Hathaway Inc. (BRK-B) (Financial Services) with a 1Y correlation of 0.06, down from 0.40 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc. | 0.06 | 0.27 | 0.40 | 61 | Financial Services | |
| Apple Inc | 0.31 | 0.34 | 0.44 | 89 | Technology |
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