Looking to diversify beyond SRV? The mutual funds below have the lowest correlation with SRV — 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 SRV.
Best Diversifiers for SRV
25 mutual funds have low correlation with SRV (below 0.3), 0 of which are negatively correlated. The least correlated is Fidelity 500 Index Fund (FXAIX) (S&P 500) with a 1Y correlation of 0.05, down from 0.31 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | 0.05 | 0.22 | 0.31 | 60 | S&P 500 | SRV vs FXAIX | |
| Janus Henderson Global Equity Income Fund Class T | 0.06 | 0.21 | 0.34 | 69 | Global Equity Income | SRV vs HFQTX | |
| Calvert Global Energy Solutions Fund Class A | 0.11 | 0.23 | 0.34 | 55 | Energy Equities | SRV vs CGAEX | |
| abrdn Global Infrastructure Fund | 0.12 | 0.22 | 0.35 | 77 | Energy Equities | SRV vs AIFRX | |
| Virtus Duff & Phelps Global Infrastructure Fund | 0.15 | 0.23 | 0.34 | 62 | Energy Equities | SRV vs PGUAX |
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Low-Correlation Stock Ideas
If you're looking for individual stocks that move independently from SRV, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to SRV and solid risk/return profiles. The least correlated is Trinity Capital Inc. (TRIN) (Financial Services) with a 1Y correlation of 0.09, down from 0.23 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Trinity Capital Inc. | 0.09 | 0.25 | 0.23 | 90 | Financial Services | |
| MPLX LP | 0.29 | 0.34 | 0.44 | 79 | Energy | |
| Enterprise Products Partners L.P. | 0.31 | 0.34 | 0.47 | 85 | Energy |
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