Looking to diversify beyond SMBPX? The mutual funds below have the lowest correlation with SMBPX — 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 SMBPX.
Best Diversifiers for SMBPX
21 mutual funds have low correlation with SMBPX (below 0.3), 4 of which are negatively correlated. The least correlated is DFA Two-Year Government Portfolio (DFYGX) (Ultrashort Bond) with a 1Y correlation of -0.10, down from 0.05 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA Two-Year Government Portfolio | -0.10 | -0.04 | 0.05 | 57 | Ultrashort Bond | SMBPX vs DFYGX | |
| DFA One Year Fixed Income Portfolio | -0.05 | -0.04 | 0.03 | 99 | Ultrashort Bond | SMBPX vs DFIHX | |
| CrossingBridge Ultra-Short Duration Fund | -0.03 | 0.05 | 0.06 | 99 | Ultrashort Bond | SMBPX vs CBUDX | |
| Navigator Ultra Short Term Bond Fund | -0.00 | 0.10 | 0.09 | 100 | Ultrashort Bond | SMBPX vs NUSIX | |
| Morgan Stanley Institutional Fund Trust Ultra-Shor... | 0.01 | 0.07 | 0.05 | 99 | Ultrashort Bond | SMBPX vs MUIIX |
See all 22 diversifiers for SMBPX
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