Looking to diversify beyond CSXRX? The mutual funds below have historically moved differently from CSXRX, which may reduce portfolio volatility when combined in a suitable allocation. The stock ideas table highlights individual companies with the same low-correlation characteristics. Correlation can change and does not guarantee that one asset will rise when another falls.
Best Diversifiers for CSXRX
2 mutual funds have low correlation with CSXRX (below 0.3), 0 of which are negatively correlated. The least correlated is Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares (VTAPX) (Inflation-Protected Bonds) with a 1Y correlation of 0.06, roughly unchanged from 0.14 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Vanguard Short-Term Inflation-Protected Securities... | 0.06 | 0.09 | 0.14 | 91 | Inflation-Protected Bonds | CSXRX vs VTAPX | |
| Calvert Ultra-Short Duration Income Fund | 0.10 | 0.10 | 0.15 | 99 | Ultrashort Bond | CSXRX vs CULAX | |
| Goldman Sachs Strategic Volatility Premium Fund | 0.36 | 0.16 | 0.14 | 97 | Large Cap Blend Equities | CSXRX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 0.54 | 0.37 | 0.41 | 59 | Preferred Stock | CSXRX vs ORDNX | |
| Rock Oak Core Growth Fund | 0.62 | 0.73 | 0.82 | 89 | Large Cap Blend Equities | CSXRX vs RCKSX |
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