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
243 mutual funds have low correlation with SVPFX (below 0.3), 0 of which are negatively correlated. The least correlated is Federated Hermes MDT All Cap Core Fund Class R6 (QKACX) (Large Cap Blend Equities) with a 1Y correlation of 0.10, roughly unchanged from 0.11 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Federated Hermes MDT All Cap Core Fund Class R6 | 0.10 | 0.13 | 0.11 | 56 | Large Cap Blend Equities | SVPFX vs QKACX | |
| Federated Hermes MDT All Cap Core Fund | 0.10 | 0.13 | 0.11 | 56 | Large Cap Blend Equities | SVPFX vs QIACX | |
| Barrett Opportunity Fund | 0.14 | 0.09 | 0.08 | 71 | Large Cap Blend Equities | SVPFX vs SAOPX | |
| Gotham Index Plus Fund | 0.17 | 0.08 | 0.07 | 67 | Large Cap Blend Equities | SVPFX vs GINDX | |
| Clipper Fund | 0.17 | 0.10 | 0.07 | 79 | Large Cap Blend Equities | SVPFX vs CFIMX |
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