Looking to diversify beyond YFSNX? The mutual funds below have the lowest correlation with YFSNX — 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 YFSNX.
Best Diversifiers for YFSNX
1 mutual funds have low correlation with YFSNX (below 0.3), 0 of which are negatively correlated. The least correlated is SEI Institutional Investments Trust Global Managed Volatility Fund (SGMAX) (Global Equities) with a 1Y correlation of 0.29, down from 0.61 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| SEI Institutional Investments Trust Global Managed... | 0.29 | 0.49 | 0.61 | 61 | Global Equities | YFSNX vs SGMAX | |
| Russell Investment Tax-Managed Real Assets Fund | 0.37 | 0.55 | 0.67 | 84 | Global Equities | YFSNX vs RTXAX | |
| John Hancock Global Shareholder Yield Fund | 0.40 | 0.57 | 0.69 | 91 | Global Equities | YFSNX vs JGYIX | |
| Oberweis Global Opportunities Fund | 0.41 | 0.54 | 0.64 | 69 | Global Equities | YFSNX vs OBEGX | |
| LSV Global Managed Volatility Fund | 0.42 | 0.56 | 0.67 | 90 | Global Equities | YFSNX vs LVAFX |
See all 16 diversifiers for YFSNX
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