Looking to diversify beyond SPGEX? The mutual funds below have the lowest correlation with SPGEX — 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 SPGEX.
Best Diversifiers for SPGEX
1 mutual funds have low correlation with SPGEX (below 0.3), 0 of which are negatively correlated. The least correlated is Symmetry Panoramic Alternatives Fund (SPATX) (Multistrategy) with a 1Y correlation of 0.04, roughly unchanged from 0.01 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Symmetry Panoramic Alternatives Fund | 0.04 | 0.04 | 0.01 | 97 | Multistrategy | SPGEX vs SPATX | |
| Symmetry Panoramic Municipal Fixed Income Fund | 0.31 | 0.23 | 0.17 | 60 | Municipal Bonds | SPGEX vs SPMFX | |
| Cohen & Steers Global Infrastructure Fund Class A | 0.43 | 0.54 | 0.65 | 52 | Global Equities | SPGEX vs CSUAX | |
| Polaris Global Value Fund | 0.65 | 0.77 | 0.84 | 93 | Global Equities | SPGEX vs PGVFX | |
| Russell Investment Tax-Managed Real Assets Fund | 0.66 | 0.76 | 0.82 | 80 | Global Equities | SPGEX vs RTXAX |
See all 30 diversifiers for SPGEX
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