Looking to diversify beyond SOPAX? The mutual funds below have historically moved differently from SOPAX, 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 SOPAX
0 mutual funds have low correlation with SOPAX (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 0.31, up from 0.13 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 0.31 | 0.15 | 0.13 | 96 | Large Cap Blend Equities | SOPAX vs SVPFX | |
| PRIMECAP Odyssey Growth Fund | 0.38 | 0.61 | 0.73 | 88 | Large Cap Blend Equities | SOPAX vs POGRX | |
| North Square Preferred and Income Securities Fund | 0.43 | 0.35 | 0.41 | 54 | Preferred Stock | SOPAX vs ORDNX | |
| Archer Multi Cap Fund | 0.45 | 0.66 | 0.76 | 67 | Large Cap Blend Equities | SOPAX vs ALSMX | |
| Vanguard PRIMECAP Fund Admiral Shares | 0.46 | 0.66 | 0.76 | 90 | Large Cap Blend Equities | SOPAX vs VPMAX |
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