Looking to diversify beyond SPSCX? The mutual funds below have the lowest correlation with SPSCX — 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 SPSCX.
Best Diversifiers for SPSCX
1 mutual funds have low correlation with SPSCX (below 0.3), 0 of which are negatively correlated. The least correlated is Sterling Capital North Carolina Intermediate Tax-Free Fund (BBNTX) (Municipal Bonds) with a 1Y correlation of 0.20, up from 0.08 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Sterling Capital North Carolina Intermediate Tax-F... | 0.20 | 0.13 | 0.08 | 53 | Municipal Bonds | SPSCX vs BBNTX | |
| Aegis Value Fund | 0.39 | 0.50 | 0.58 | 92 | Small Cap Value Equities | SPSCX vs AVALX | |
| Bridgeway Ultra Small Company Market Fund | 0.76 | 0.81 | 0.80 | 67 | Small Cap Value Equities | SPSCX vs BRSIX | |
| Invesco Small Cap Value Fund | 0.79 | 0.85 | 0.90 | 86 | Small Cap Value Equities | SPSCX vs VSCAX | |
| Brandes Small Cap Value Fund | 0.82 | 0.86 | 0.87 | 68 | Small Cap Value Equities | SPSCX vs BSCMX |
See all 22 diversifiers for SPSCX
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