Looking to diversify beyond SSIRX? The mutual funds below have historically moved differently from SSIRX, 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 SSIRX
0 mutual funds have low correlation with SSIRX (below 0.3), 0 of which are negatively correlated. The least correlated is AAMA Income Fund (AMFIX) (Intermediate Core-Plus Bond) with a 1Y correlation of 0.67, up from 0.55 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| AAMA Income Fund | 0.67 | 0.57 | 0.55 | 75 | Intermediate Core-Plus Bond | SSIRX vs AMFIX | |
| Putnam Mortgage Securities Fund | 0.70 | 0.67 | 0.61 | 61 | Intermediate Core-Plus Bond | SSIRX vs PGSIX | |
| Archer Income Fund | 0.78 | 0.69 | 0.62 | 57 | Intermediate Core-Plus Bond | SSIRX vs ARINX |
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