Looking to diversify beyond SIEPX? The mutual funds below have the lowest correlation with SIEPX — they tend to move on their own, which can help reduce risk when the rest of your portfolio drops. The stock ideas table highlights individual companies that behave independently from SIEPX.
Best Diversifiers for SIEPX
1 mutual funds have low correlation with SIEPX (below 0.3), 0 of which are negatively correlated. The least correlated is Saratoga Municipal Bond Portfolio (SMBPX) (Ultrashort Bond) with a 1Y correlation of 0.08, roughly unchanged from 0.08 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Saratoga Municipal Bond Portfolio | 0.08 | 0.11 | 0.08 | 92 | Ultrashort Bond | SIEPX vs SMBPX | |
| Federated Hermes International Strategic Value Div... | 0.53 | 0.59 | 0.68 | 61 | Foreign Large Cap Equities | SIEPX vs IVFIX | |
| PIMCO RAE PLUS International Fund | 0.59 | 0.61 | 0.66 | 82 | Foreign Large Cap Equities | SIEPX vs PTSIX | |
| Thornburg Global Opportunities Fund | 0.65 | 0.73 | 0.80 | 86 | Foreign Large Cap Equities | SIEPX vs THOIX | |
| Saratoga Small Capitalization Portfolio | 0.67 | 0.65 | 0.68 | 56 | Small Cap Growth Equities | SIEPX vs SSCPX |
See all 19 diversifiers for SIEPX
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