Looking to diversify beyond SFSNX? The mutual funds below have historically moved differently from SFSNX, 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 SFSNX
0 mutual funds have low correlation with SFSNX (below 0.3), 0 of which are negatively correlated. The least correlated is DFA Short-Term Extended Quality Portfolio (DFEQX) (Short-Term Bond) with a 1Y correlation of 0.44, up from 0.14 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA Short-Term Extended Quality Portfolio | 0.44 | 0.20 | 0.14 | 97 | Short-Term Bond | SFSNX vs DFEQX | |
| Schwab Fundamental Emerging Markets Equity Index F... | 0.49 | 0.50 | 0.55 | 76 | Emerging Markets Equities | SFSNX vs SFENX | |
| Schwab Fundamental International Small Company Ind... | 0.63 | 0.65 | 0.70 | 55 | Foreign Small & Mid Cap Equities | SFSNX vs SFILX | |
| Schwab Fundamental International Equity Index Fund | 0.63 | 0.66 | 0.72 | 91 | Foreign Large Cap Equities | SFSNX vs SFNNX | |
| DFA International Value Portfolio Institutional Cl... | 0.63 | 0.66 | 0.71 | 93 | Foreign Large Cap Equities | SFSNX vs DFIVX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for SFSNX, 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 NVIDIA Corporation (NVDA) (Technology) with a 1Y correlation of 0.25, down from 0.44 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| NVIDIA Corporation | 0.25 | 0.30 | 0.44 | 61 | Technology | |
| Apple Inc | 0.34 | 0.36 | 0.48 | 90 | Technology | |
| Alphabet Inc. Class A | 0.36 | 0.34 | 0.41 | 96 | Communication Services | |
| Plug Power Inc. | 0.37 | 0.44 | 0.52 | 65 | Industrials | |
| Amazon.com, Inc | 0.38 | 0.40 | 0.49 | 72 | Consumer Cyclical |
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