Looking to diversify beyond SJCIX? The mutual funds below have historically moved differently from SJCIX, 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 SJCIX
0 mutual funds have low correlation with SJCIX (below 0.3), 0 of which are negatively correlated. The least correlated is Goldman Sachs Strategic Volatility Premium Fund (SVPFX) (Large Cap Blend Equities) with a 1Y correlation of 0.33, up from 0.15 over 3 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 0.33 | 0.15 | — | 97 | Large Cap Blend Equities | SJCIX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 0.48 | 0.36 | — | 59 | Preferred Stock | SJCIX vs ORDNX | |
| Rock Oak Core Growth Fund | 0.65 | 0.77 | — | 89 | Large Cap Blend Equities | SJCIX vs RCKSX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 0.69 | 0.78 | — | 61 | Low Volatility | SJCIX vs FSUVX | |
| PRIMECAP Odyssey Growth Fund | 0.73 | 0.82 | — | 89 | Large Cap Blend Equities | SJCIX vs POGRX |
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