Looking to diversify beyond SPFFX? The mutual funds below have historically moved differently from SPFFX, 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 SPFFX
0 mutual funds have low correlation with SPFFX (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 0.16 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 | 0.16 | — | 97 | Large Cap Blend Equities | SPFFX vs SVPFX | |
| Rock Oak Core Growth Fund | 0.52 | 0.66 | — | 89 | Large Cap Blend Equities | SPFFX vs RCKSX | |
| North Square Preferred and Income Securities Fund | 0.54 | 0.35 | — | 59 | Preferred Stock | SPFFX vs ORDNX | |
| Muhlenkamp Fund | 0.57 | 0.65 | 0.68 | 59 | Large Cap Blend Equities | SPFFX vs MUHLX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 0.61 | 0.74 | — | 61 | Low Volatility | SPFFX vs FSUVX |
To view more results, upgrade your current subscription plan.
Build a portfolio that complements SPFFX
Add SPFFX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with SPFFX