Looking to diversify beyond SOPYX? The mutual funds below have the lowest correlation with SOPYX — 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 SOPYX.
Best Diversifiers for SOPYX
0 mutual funds have low correlation with SOPYX (below 0.3), 0 of which are negatively correlated. The least correlated is EuroPac International Dividend Income Fund Class A (EPDPX) (Foreign Large Cap Equities) with a 1Y correlation of 0.51, roughly unchanged from 0.57 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| EuroPac International Dividend Income Fund Class A | 0.51 | 0.51 | 0.57 | 74 | Foreign Large Cap Equities, Dividend | SOPYX vs EPDPX | |
| Fidelity Advisor 529 Dividend Growth Portfolio Cla... | 0.52 | 0.64 | 0.78 | 89 | Dividend | SOPYX vs FDGDX | |
| Federated Hermes Strategic Value Dividend Fund Cla... | 0.60 | 0.63 | 0.73 | 77 | Dividend | SOPYX vs SVAAX | |
| American Funds Fundamental Investors® Class F-2 | 0.60 | 0.74 | 0.83 | 71 | Large Cap Blend Equities, Dividend | SOPYX vs FINFX | |
| Fidelity Dividend Growth Fund | 0.63 | 0.73 | 0.83 | 87 | Large Cap Blend Equities, Dividend | SOPYX vs FDGFX |
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