Looking to diversify beyond SLCVX? The mutual funds below have historically moved differently from SLCVX, 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 SLCVX
4 mutual funds have low correlation with SLCVX (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 0.01, roughly unchanged from 0.08 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Saratoga Municipal Bond Portfolio | 0.01 | 0.12 | 0.08 | 95 | Ultrashort Bond | SLCVX vs SMBPX | |
| Voya Corporate Leaders Trust Fund | 0.19 | 0.38 | 0.55 | 93 | Large Cap Value Equities | SLCVX vs LEXCX | |
| Buffalo Flexible Income Fund | 0.27 | 0.50 | 0.64 | 87 | Large Cap Value Equities | SLCVX vs BUFBX | |
| Federated Hermes Strategic Value Dividend Fund | 0.27 | 0.40 | 0.55 | 94 | Large Cap Value Equities | SLCVX vs SVAIX | |
| Saratoga Health & Biotechnology Fund | 0.37 | 0.50 | 0.57 | 71 | Health & Biotech Equities | SLCVX vs SHPAX |
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