Looking to diversify beyond SVPFX? The mutual funds below have the lowest correlation with SVPFX — 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 SVPFX.
Best Diversifiers for SVPFX
75 mutual funds have low correlation with SVPFX (below 0.3), 0 of which are negatively correlated. The least correlated is Barrett Opportunity Fund (SAOPX) (Large Cap Blend Equities) with a 1Y correlation of 0.17, roughly unchanged from 0.08 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Barrett Opportunity Fund | 0.17 | 0.09 | 0.08 | 60 | Large Cap Blend Equities | SVPFX vs SAOPX | |
| Rock Oak Core Growth Fund | 0.20 | 0.10 | 0.09 | 63 | Large Cap Blend Equities | SVPFX vs RCKSX | |
| Adams Diversified Equity Fund, Inc. | 0.21 | 0.11 | 0.10 | 61 | Large Cap Blend Equities | SVPFX vs ADX | |
| North Square Preferred and Income Securities Fund | 0.22 | 0.25 | 0.17 | 68 | Large Cap Blend Equities | SVPFX vs ORDNX | |
| Manor Investment Funds Manor Fund | 0.23 | 0.12 | 0.10 | 89 | Large Cap Blend Equities | SVPFX vs MNRMX |
See all 235 diversifiers for SVPFX
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