Looking to diversify beyond SFITX? The mutual funds below have historically moved differently from SFITX, 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 SFITX
2 mutual funds have low correlation with SFITX (below 0.3), 0 of which are negatively correlated. The least correlated is State Farm Growth Fund (STFGX) (Large Cap Blend Equities) with a 1Y correlation of 0.20, up from 0.09 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| State Farm Growth Fund | 0.20 | 0.11 | 0.09 | 84 | Large Cap Blend Equities | SFITX vs STFGX | |
| State Farm Balanced Fund | 0.26 | 0.19 | 0.17 | 86 | Diversified Portfolio | SFITX vs STFBX | |
| Federated Hermes Adjustable Rate Fund | 0.33 | 0.53 | 0.52 | 99 | Government Bonds | SFITX vs FEUGX | |
| DFA Short-Term Government Portfolio | 0.35 | 0.10 | 0.38 | 99 | Government Bonds | SFITX vs DFFGX | |
| GMO U.S. Treasury Fund | 0.39 | 0.21 | 0.14 | 99 | Government Bonds | SFITX vs GUSTX |
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