Looking to diversify beyond STRGX? The mutual funds below have historically moved differently from STRGX, 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 STRGX
2 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 0.13, roughly unchanged from 0.08 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Sterling Capital West Virginia Intermediate Tax-Fr... | 0.13 | 0.10 | 0.08 | 63 | Municipal Bonds | STRGX vs OWVAX | |
| Sterling Capital South Carolina Intermediate Tax-F... | 0.19 | 0.12 | 0.09 | 53 | Municipal Bonds | STRGX vs BSCIX | |
| 13D Activist Fund | 0.65 | 0.76 | 0.83 | 78 | Mid Cap Blend Equities | STRGX vs DDDIX | |
| Gotham Enhanced Return Fund | 0.66 | 0.73 | 0.81 | 88 | Mid Cap Blend Equities | STRGX vs GENIX | |
| John Hancock Variable Insurance Trust Mid Cap Inde... | 0.69 | 0.80 | 0.88 | 69 | Mid Cap Blend Equities | STRGX vs JECIX |
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