Looking to diversify beyond SGARX? The mutual funds below have historically moved differently from SGARX, 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 SGARX
4 mutual funds have low correlation with SGARX (below 0.3), 0 of which are negatively correlated. The least correlated is GQG Partners Global Quality Dividend Income Fund (GQFPX) (Quality Factor) with a 1Y correlation of 0.02, down from 0.49 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| GQG Partners Global Quality Dividend Income Fund | 0.02 | 0.38 | 0.49 | 70 | Quality Factor, Global Equities | SGARX vs GQFPX | |
| Cohen & Steers Global Infrastructure Fund Class A | 0.11 | 0.29 | 0.47 | 79 | Infrastructure Equities, Global Equities | SGARX vs CSUAX | |
| Virtus Duff & Phelps Real Estate Securities Fund | 0.19 | 0.40 | 0.53 | 68 | REIT | SGARX vs PHRAX | |
| Virtus Seix Floating Rate High Income Fund | 0.28 | 0.30 | 0.31 | 98 | Bank Loan | SGARX vs SAMBX | |
| Russell Investment Tax-Managed Real Assets Fund | 0.32 | 0.50 | 0.61 | 92 | Global Equities | SGARX vs RTXAX |
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