Looking to diversify beyond STVTX? The mutual funds below have the lowest correlation with STVTX — 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 STVTX.
Best Diversifiers for STVTX
3 mutual funds have low correlation with STVTX (below 0.3), 0 of which are negatively correlated. The least correlated is Virtus Seix Floating Rate High Income Fund (SAMBX) (Bank Loan) with a 1Y correlation of 0.12, down from 0.28 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Virtus Seix Floating Rate High Income Fund | 0.12 | 0.24 | 0.28 | 97 | Bank Loan | STVTX vs SAMBX | |
| Virtus Stone Harbor Emerging Markets Income Fund | 0.20 | 0.28 | 0.33 | 57 | Emerging Markets Bonds | STVTX vs EDF | |
| Voya Corporate Leaders Trust Fund | 0.26 | 0.53 | 0.65 | 70 | Large Cap Value Equities | STVTX vs LEXCX | |
| The Merger Fund | 0.31 | 0.32 | 0.39 | 97 | Event Driven | STVTX vs MERFX | |
| Federated Hermes Strategic Value Dividend Fund | 0.36 | 0.53 | 0.66 | 84 | Large Cap Value Equities | STVTX vs SVAIX |
See all 32 diversifiers for STVTX
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