Looking to diversify beyond STRGX? The mutual funds below have the lowest correlation with STRGX — 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 STRGX.
Best Diversifiers for STRGX
4 mutual funds have low correlation with STRGX (below 0.3), 0 of which are negatively correlated. The least correlated is Sterling Capital West Virginia Intermediate Tax-Free Fund (OWVAX) (Municipal Bonds) with a 1Y correlation of 0.12, roughly unchanged from 0.08 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Sterling Capital West Virginia Intermediate Tax-Fr... | 0.12 | 0.11 | 0.08 | 68 | Municipal Bonds | STRGX vs OWVAX | |
| Sterling Capital South Carolina Intermediate Tax-F... | 0.18 | 0.12 | 0.09 | 63 | Municipal Bonds | STRGX vs BSCIX | |
| Sterling Capital Virginia Intermediate Tax Free Fu... | 0.22 | 0.14 | 0.10 | 56 | Municipal Bonds | STRGX vs BVATX | |
| Sterling Capital North Carolina Intermediate Tax-F... | 0.22 | 0.14 | 0.10 | 54 | Municipal Bonds | STRGX vs BBNTX | |
| Natixis Funds Trust II Vaughan Nelson Mid Cap Fund | 0.63 | 0.72 | 0.82 | 80 | Mid Cap Blend Equities | STRGX vs VNVYX |
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