Looking to diversify beyond SGFFX? The mutual funds below have historically moved differently from SGFFX, 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 SGFFX
0 mutual funds have low correlation with SGFFX (below 0.3), 0 of which are negatively correlated. The least correlated is Needham Growth Fund (NEEGX) (Mid Cap Growth Equities) with a 1Y correlation of 0.55, down from 0.70 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Needham Growth Fund | 0.55 | 0.64 | 0.70 | 57 | Mid Cap Growth Equities | SGFFX vs NEEGX | |
| Needham Growth Fund Institutional Class | 0.55 | 0.63 | 0.70 | 53 | Mid Cap Growth Equities | SGFFX vs NEEIX | |
| Timothy Plan Aggressive Growth Fund | 0.59 | 0.70 | 0.77 | 66 | Mid Cap Growth Equities | SGFFX vs TAAGX | |
| Eventide Gilead Class I | 0.64 | 0.71 | 0.77 | 50 | Mid Cap Growth Equities | SGFFX vs ETILX | |
| Eventide Gilead Fund | 0.64 | 0.71 | 0.77 | 51 | Mid Cap Growth Equities | SGFFX vs ETGLX |
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