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SouthernSun U.S. Equity (SSEIX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 23, 2026

The investment seeks to provide long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets (defined as net assets plus any borrowing for investment purposes) in equity securities (common stocks) of U.S. companies. The Adviser seeks to achieve the fund's investment objective by investing primarily in common stocks of small to middle capitalization U.S. companies that the Adviser selects using a research-driven, value-oriented investment strategy. The fund is non-diversified.

Looking to diversify beyond SSEIX? The mutual funds below have the lowest correlation with SSEIX — 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 SSEIX.

Best Diversifiers for SSEIX

0 mutual funds have low correlation with SSEIX (below 0.3), 0 of which are negatively correlated. The least correlated is Gotham Enhanced Return Fund (GENIX) (Mid Cap Blend Equities) with a 1Y correlation of 0.62, down from 0.75 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
GENIX
Gotham Enhanced Return Fund0.620.680.75
74
Mid Cap Blend EquitiesSSEIX vs GENIX
DDDIX
13D Activist Fund0.630.750.81
68
Mid Cap Blend EquitiesSSEIX vs DDDIX
BRWIX
AMG Boston Common Global Impact Fund0.650.740.76
71
Large Cap Growth EquitiesSSEIX vs BRWIX
QCGDX
Quantified Common Ground Fund0.680.750.78
53
Mid Cap Blend EquitiesSSEIX vs QCGDX
GABVX
Gabelli Value 25 Fund0.690.760.81
68
Mid Cap Blend EquitiesSSEIX vs GABVX
See all 18 diversifiers for SSEIX

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