Looking to diversify beyond SISAX? The mutual funds below have historically moved differently from SISAX, 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 SISAX
4 mutual funds have low correlation with SISAX (below 0.3), 1 of which are negatively correlated. The least correlated is SEI Multi-Asset Real Return Fund Class A (SEIAX) (Inflation-Protected Bonds) with a 1Y correlation of -0.22, down from 0.12 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| SEI Multi-Asset Real Return Fund Class A | -0.22 | -0.02 | 0.12 | 86 | Inflation-Protected Bonds | SISAX vs SEIAX | |
| MH Elite Small Cap Fund of Funds Fund | 0.05 | 0.16 | 0.51 | 66 | Diversified Portfolio | SISAX vs MHELX | |
| SEI Institutional Investments Trust Opportunistic ... | 0.19 | 0.16 | 0.21 | 100 | Ultrashort Bond | SISAX vs ENIAX | |
| SEI Tax Exempt Trust Intermediate-Term Municipal F... | 0.30 | 0.19 | 0.16 | 65 | Municipal Bonds | SISAX vs SEIMX | |
| SEI Tax Exempt Trust Tax-Advantaged Income Fund | 0.33 | 0.28 | 0.26 | 65 | Intermediate Core-Plus Bond | SISAX vs SEATX |
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