Looking to diversify beyond SSBWX? The mutual funds below have historically moved differently from SSBWX, 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 SSBWX
0 mutual funds have low correlation with SSBWX (below 0.3), 0 of which are negatively correlated. The least correlated is Elfun Tax Exempt Income Fund (ELFTX) (Municipal Bonds) with a 1Y correlation of 0.38, up from 0.26 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Elfun Tax Exempt Income Fund | 0.38 | 0.32 | 0.26 | 68 | Municipal Bonds | SSBWX vs ELFTX | |
| PIMCO Inflation Response Multi-Asset Fund Institut... | 0.57 | 0.56 | 0.56 | 90 | Diversified Portfolio | SSBWX vs PIRMX | |
| State Street Emerging Markets Equity Index Fund | 0.67 | 0.62 | 0.64 | 73 | Emerging Markets Equities | SSBWX vs SSKEX | |
| Vanguard Value Index Fund Institutional Shares | 0.67 | 0.75 | 0.78 | 94 | Large Cap Value Equities | SSBWX vs VIVIX | |
| State Street International Stock Selection Fund | 0.67 | 0.69 | 0.76 | 54 | Foreign Large Cap Equities | SSBWX vs SSAIX |
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