Looking to diversify beyond SFNNX? The mutual funds below have historically moved differently from SFNNX, 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 SFNNX
0 mutual funds have low correlation with SFNNX (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 0.46, down from 0.61 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 | 0.46 | 0.57 | 0.61 | 50 | REIT | SFNNX vs DFGEX | |
| DFA Short-Term Extended Quality Portfolio | 0.49 | 0.25 | 0.19 | 98 | Short-Term Bond | SFNNX vs DFEQX | |
| Schwab Dividend Equity Fund™ | 0.50 | 0.57 | 0.67 | 75 | Large Cap Value Equities | SFNNX vs SWDSX | |
| Federated Hermes International Strategic Value Div... | 0.51 | 0.60 | 0.71 | 88 | Foreign Large Cap Equities | SFNNX vs IVFIX | |
| Fidelity Select Technology Portfolio | 0.55 | 0.51 | 0.58 | 72 | Technology Equities | SFNNX vs FSPTX |
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