Looking to diversify beyond SGINX? The mutual funds below have historically moved differently from SGINX, 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 SGINX
10 mutual funds have low correlation with SGINX (below 0.3), 1 of which are negatively correlated. The least correlated is GMO U.S. Treasury Fund (GUSTX) (Government Bonds) with a 1Y correlation of -0.01, roughly unchanged from 0.05 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| GMO U.S. Treasury Fund | -0.01 | 0.07 | 0.05 | 99 | Government Bonds | SGINX vs GUSTX | |
| DWS RREEF Real Assets Fund - Class A | 0.16 | 0.35 | 0.31 | 77 | Diversified Portfolio | SGINX vs AAAAX | |
| DWS RREEF Real Assets Fund | 0.16 | 0.35 | 0.32 | 77 | Global Allocation | SGINX vs AAAZX | |
| DWS CROCI Equity Dividend Fd | 0.17 | 0.18 | 0.15 | 62 | Large Cap Value Equities | SGINX vs KDHAX | |
| Federated Hermes Adjustable Rate Fund | 0.19 | 0.46 | 0.46 | 99 | Government Bonds | SGINX vs FEUGX |
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