Looking to diversify beyond STFGX? The mutual funds below have historically moved differently from STFGX, 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 STFGX
1 mutual funds have low correlation with STFGX (below 0.3), 0 of which are negatively correlated. The least correlated is State Farm Municipal Bond Fund (SFBDX) (Municipal Bonds) with a 1Y correlation of 0.19, roughly unchanged from 0.11 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| State Farm Municipal Bond Fund | 0.19 | 0.15 | 0.11 | 56 | Municipal Bonds | STFGX vs SFBDX | |
| Goldman Sachs Strategic Volatility Premium Fund | 0.37 | 0.18 | 0.15 | 97 | Large Cap Blend Equities | STFGX vs SVPFX | |
| Federated Hermes MDT All Cap Core Fund Class R6 | 0.40 | 0.58 | 0.75 | 50 | Large Cap Blend Equities | STFGX vs QKACX | |
| Federated Hermes MDT All Cap Core Fund | 0.40 | 0.58 | 0.75 | 53 | Large Cap Blend Equities | STFGX vs QIACX | |
| North Square Preferred and Income Securities Fund | 0.50 | 0.34 | 0.40 | 59 | Preferred Stock | STFGX vs ORDNX |
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