Looking to diversify beyond SSEIX? The mutual funds below have historically moved differently from SSEIX, 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 SSEIX
0 mutual funds have low correlation with SSEIX (below 0.3), 0 of which are negatively correlated. The least correlated is AMG Yacktman Focused Fund (YAFFX) (Large Cap Value Equities) with a 1Y correlation of 0.40, down from 0.68 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | 0.40 | 0.58 | 0.68 | 89 | Large Cap Value Equities | SSEIX vs YAFFX | |
| AMG Yacktman Fund | 0.51 | 0.67 | 0.75 | 91 | Large Cap Value Equities | SSEIX vs YACKX | |
| 13D Activist Fund | 0.58 | 0.73 | 0.80 | 78 | Mid Cap Blend Equities | SSEIX vs DDDIX | |
| AMG Boston Common Global Impact Fund | 0.63 | 0.73 | 0.76 | 54 | Large Cap Growth Equities | SSEIX vs BRWIX | |
| Gotham Enhanced Return Fund | 0.63 | 0.67 | 0.74 | 88 | Mid Cap Blend Equities | SSEIX vs GENIX |
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