Looking to diversify beyond SSCPX? The mutual funds below have historically moved differently from SSCPX, 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 SSCPX
2 mutual funds have low correlation with SSCPX (below 0.3), 1 of which are negatively correlated. The least correlated is Saratoga Municipal Bond Portfolio (SMBPX) (Ultrashort Bond) with a 1Y correlation of -0.04, roughly unchanged from 0.05 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Saratoga Municipal Bond Portfolio | -0.04 | 0.08 | 0.05 | 95 | Ultrashort Bond | SSCPX vs SMBPX | |
| Saratoga Health & Biotechnology Fund | 0.26 | 0.43 | 0.50 | 71 | Health & Biotech Equities | SSCPX vs SHPAX | |
| Federated Hermes MDT Small Cap Growth Fund | 0.40 | 0.63 | 0.77 | 71 | Small Cap Growth Equities | SSCPX vs QISGX | |
| Saratoga International Equity Portfolio | 0.68 | 0.65 | 0.68 | 68 | Foreign Large Cap Equities | SSCPX vs SIEPX | |
| Invesco Discovery Fund Class R6 | 0.78 | 0.86 | 0.88 | 64 | Small Cap Growth Equities | SSCPX vs ODIIX |
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