Looking to diversify beyond SISIX? The mutual funds below have historically moved differently from SISIX, 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 SISIX
11 mutual funds have low correlation with SISIX (below 0.3), 0 of which are negatively correlated. The least correlated is The Merger Fund (MERFX) (Event Driven) with a 1Y correlation of 0.12, roughly unchanged from 0.03 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| The Merger Fund | 0.12 | -0.03 | 0.03 | 96 | Event Driven | SISIX vs MERFX | |
| Virtus Duff & Phelps Real Estate Securities Fund | 0.22 | 0.23 | 0.19 | 68 | REIT | SISIX vs PHRAX | |
| JPMorgan Ultra-Short Municipal Fund | 0.25 | 0.34 | 0.40 | 98 | Municipal Bonds | SISIX vs USMSX | |
| Virtus Seix Floating Rate High Income Fund | 0.25 | 0.24 | 0.26 | 98 | Bank Loan | SISIX vs SAMBX | |
| DFA NY Municipal Bond Portfolio | 0.26 | 0.34 | 0.44 | 99 | Municipal Bonds | SISIX vs DNYMX |
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