PortfoliosLab logoPortfoliosLab logo

Looking to diversify beyond SRV? The mutual funds below have historically moved differently from SRV, 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 SRV

27 mutual funds have low correlation with SRV (below 0.3), 0 of which are negatively correlated. The least correlated is Janus Henderson International Dividend Fund Class D (HDDVX) (Global Equity Income) with a 1Y correlation of 0.04, down from 0.28 over 5 years.

How candidates are selected

See all 67 diversifiers for SRV

To view more results, upgrade your current subscription plan.

Low-Correlation Stock Ideas

The table shows companies with at least $1B in market capitalization, historical correlation data for SRV, and a Risk / Return Rank of 50 or higher. Treat them as research candidates rather than evidence that they will offset a future decline. The least correlated is Trinity Capital Inc. (TRIN) (Financial Services) with a 1Y correlation of 0.09, down from 0.22 over 5 years.

How candidates are selected

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankSector
Trinity Capital Inc.0.090.240.22
86
Financial Services
Exxon Mobil Corporation0.250.290.44
85
Energy
MPLX LP0.290.350.47
82
Energy
Enterprise Products Partners L.P.0.300.330.44
89
Energy

Rows per page

1–4 of 4

Diversification Analysis

Build a portfolio that complements SRV

Add SRV to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.

Analyze a portfolio with SRV