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Shelton Capital Management U.S. Government Securities Fund (CAUSX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 3, 2026

The investment seeks liquidity, safety from credit risk and as high a level of income as is consistent with these objectives. The fund invests primarily in high-quality bonds whose interest is guaranteed by the full faith and credit of the United States government and its agencies or instrumentalities. Under normal market conditions, it is the fund's policy to invest at least 80% of its total assets (which includes the amount of any borrowings for investment purposes) in securities issued by the U.S. government and its agencies and instrumentalities.

Looking to diversify beyond CAUSX? The mutual funds below have the lowest correlation with CAUSX — 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 CAUSX.

Best Diversifiers for CAUSX

6 mutual funds have low correlation with CAUSX (below 0.3), 0 of which are negatively correlated. The least correlated is GMO U.S. Treasury Fund (GUSTX) (Government Bonds) with a 1Y correlation of 0.06, roughly unchanged from 0.03 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
GUSTX
GMO U.S. Treasury Fund0.060.010.03
99
Government BondsCAUSX vs GUSTX
EMSQX
Shelton Emerging Markets Fund0.080.080.07
76
Emerging Markets DiversifiedCAUSX vs EMSQX
FEUGX
Federated Hermes Adjustable Rate Fund0.190.450.45
99
Government BondsCAUSX vs FEUGX
DFFGX
DFA Short-Term Government Portfolio0.210.070.33
61
Government BondsCAUSX vs DFFGX
SISEX
Shelton International Select Equity Fund0.240.190.15
51
Foreign Large Cap EquitiesCAUSX vs SISEX
See all 13 diversifiers for CAUSX

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