Looking to diversify beyond STEZX? The mutual funds below have the lowest correlation with STEZX — 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 STEZX.
Best Diversifiers for STEZX
1 mutual funds have low correlation with STEZX (below 0.3), 0 of which are negatively correlated. The least correlated is AB Municipal Income Shares (MISHX) (High Yield Muni) with a 1Y correlation of 0.26, up from 0.14 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| AB Municipal Income Shares | 0.26 | 0.17 | 0.14 | 62 | High Yield Muni | STEZX vs MISHX | |
| AB High Income Fund | 0.48 | 0.45 | 0.50 | 76 | High Yield Bonds | STEZX vs AGDAX | |
| Pear Tree Polaris Foreign Value Fund | 0.52 | 0.61 | 0.67 | 76 | Foreign Large Cap Equities | STEZX vs QFVOX | |
| PIMCO RAE PLUS International Fund | 0.58 | 0.58 | 0.62 | 83 | Foreign Large Cap Equities | STEZX vs PTSIX | |
| Kopernik International Fund | 0.60 | 0.50 | 0.62 | 82 | Foreign Large Cap Equities | STEZX vs KGIIX |
See all 83 diversifiers for STEZX
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Diversification Analysis
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