Looking to diversify beyond SGVAX? The mutual funds below have historically moved differently from SGVAX, 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 SGVAX
0 mutual funds have low correlation with SGVAX (below 0.3), 0 of which are negatively correlated. The least correlated is Franklin Income Fund Advisor Class (FRIAX) (Diversified Portfolio) with a 1Y correlation of 0.38, roughly unchanged from 0.38 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Franklin Income Fund Advisor Class | 0.38 | 0.49 | 0.38 | 93 | Diversified Portfolio | SGVAX vs FRIAX | |
| Franklin Income Fund Class A1 | 0.38 | 0.46 | 0.38 | 87 | Diversified Portfolio | SGVAX vs FKINX | |
| Templeton Institutional Fund International Equity ... | 0.41 | 0.28 | 0.20 | 63 | Foreign Large Cap Equities | SGVAX vs TFEQX | |
| GMO Multi-Sector Fixed Income Fund | 0.48 | 0.82 | 0.85 | 90 | Intermediate Core-Plus Bond | SGVAX vs GUGAX | |
| Holbrook Income Fund Class I | 0.52 | 0.40 | 0.43 | 99 | Intermediate Core-Plus Bond | SGVAX vs HOBIX |
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