Looking to diversify beyond CUSIX? The mutual funds below have historically moved differently from CUSIX, 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 CUSIX
1 mutual funds have low correlation with CUSIX (below 0.3), 0 of which are negatively correlated. The least correlated is Cullen Emerging Markets High Dividend Fund (CEMFX) (Emerging Markets Equities) with a 1Y correlation of 0.16, down from 0.41 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Cullen Emerging Markets High Dividend Fund | 0.16 | 0.31 | 0.41 | 71 | Emerging Markets Equities | CUSIX vs CEMFX | |
| Aegis Value Fund Class I | 0.32 | 0.46 | 0.54 | 94 | Small Cap Value Equities | CUSIX vs AVALX | |
| Cullen International High Dividend Fund | 0.35 | 0.44 | 0.54 | 77 | Foreign Large Cap Equities | CUSIX vs CIHIX | |
| Invesco Small Cap Value Fund | 0.58 | 0.73 | 0.82 | 76 | Small Cap Value Equities | CUSIX vs VSCAX | |
| Cullen Enhanced Equity Income Fund | 0.60 | 0.67 | 0.74 | 52 | Derivative Income | CUSIX vs ENHNX |
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