Looking to diversify beyond CUSEX? The mutual funds below have the lowest correlation with CUSEX — 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 CUSEX.
Best Diversifiers for CUSEX
0 mutual funds have low correlation with CUSEX (below 0.3), 0 of which are negatively correlated. The least correlated is Baron Partners Fund (BPTRX) (Large Cap Growth Equities) with a 1Y correlation of 0.50, down from 0.65 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Baron Partners Fund | 0.50 | 0.60 | 0.65 | 52 | Large Cap Growth Equities | CUSEX vs BPTRX | |
| Davis New York Venture Fund Class Y | 0.71 | 0.76 | 0.80 | 80 | Large Cap Growth Equities | CUSEX vs DNVYX | |
| ICON Equity Fund | 0.71 | 0.73 | 0.79 | 85 | Large Cap Growth Equities | CUSEX vs IOLZX | |
| Adams Diversified Equity Fund, Inc. | 0.72 | 0.80 | 0.87 | 61 | Large Cap Blend Equities | CUSEX vs ADX | |
| One Rock Fund | 0.75 | 0.77 | 0.77 | 89 | Large Cap Growth Equities | CUSEX vs ONERX |
See all 31 diversifiers for CUSEX
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