Looking to diversify beyond SSFDX? The mutual funds below have historically moved differently from SSFDX, 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 SSFDX
2 mutual funds have low correlation with SSFDX (below 0.3), 0 of which are negatively correlated. The least correlated is State Street S&P 500 Index Fund Class N (SVSPX) (Large Cap Blend Equities) with a 1Y correlation of 0.25, roughly unchanged from 0.16 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| State Street S&P 500 Index Fund Class N | 0.25 | 0.21 | 0.16 | 75 | Large Cap Blend Equities | SSFDX vs SVSPX | |
| Vanguard Equity Income Fund Admiral Shares | 0.30 | 0.23 | 0.15 | 86 | Dividend, Large Cap Value Equities | SSFDX vs VEIRX | |
| State Street Hedged International Developed Equity... | 0.30 | 0.16 | 0.11 | 86 | Foreign Large Cap Equities | SSFDX vs SSHQX | |
| DFA U.S. Targeted Value Portfolio Institutional Cl... | 0.32 | 0.22 | 0.13 | 84 | Small Cap Value Equities | SSFDX vs DFFVX | |
| State Street Equity 500 Index II Portfolio | 0.32 | 0.22 | 0.16 | 57 | Large Cap Blend Equities | SSFDX vs SSEYX |
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