Looking to diversify beyond SVAAX? The mutual funds below have the lowest correlation with SVAAX — 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 SVAAX.
Best Diversifiers for SVAAX
5 mutual funds have low correlation with SVAAX (below 0.3), 0 of which are negatively correlated. The least correlated is American Funds Fundamental Investors® Class F-2 (FINFX) (Large Cap Blend Equities) with a 1Y correlation of 0.10, down from 0.48 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| American Funds Fundamental Investors® Class F-2 | 0.10 | 0.28 | 0.48 | 71 | Large Cap Blend Equities, Dividend | SVAAX vs FINFX | |
| Fidelity Dividend Growth Fund | 0.13 | 0.30 | 0.51 | 87 | Large Cap Blend Equities, Dividend | SVAAX vs FDGFX | |
| Fidelity Advisor 529 Dividend Growth Portfolio Cla... | 0.13 | 0.36 | 0.54 | 89 | Dividend | SVAAX vs FDGDX | |
| Goldman Sachs U.S. Equity Dividend and Premium Fun... | 0.18 | 0.35 | 0.52 | 75 | Dividend | SVAAX vs GSPAX | |
| Federated Hermes Emerging Market Debt Fund Institu... | 0.22 | 0.35 | 0.32 | 80 | Emerging Markets Bonds | SVAAX vs EMDIX |
See all 19 diversifiers for SVAAX
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