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 0.09, 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 | 0.09 | 0.11 | 0.08 | 91 | Ultrashort Bond | SIEPX vs SMBPX | |
| PIMCO RAE PLUS International Fund | 0.59 | 0.62 | 0.66 | 75 | Foreign Large Cap Equities | SIEPX vs PTSIX | |
| Kopernik International Fund | 0.64 | 0.55 | 0.65 | 54 | Foreign Large Cap Equities | SIEPX vs KGIIX | |
| Thornburg Global Opportunities Fund | 0.65 | 0.74 | 0.80 | 91 | Foreign Large Cap Equities | SIEPX vs THOIX | |
| Saratoga Mid Capitalization Portfolio | 0.67 | 0.63 | 0.68 | 54 | Mid Cap Blend Equities | SIEPX vs SPMAX |
See all 22 diversifiers for SIEPX
To view more results, upgrade your current subscription plan.
Diversification Analysis
Build a portfolio that complements SIEPX
Add SIEPX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with SIEPX