Looking to diversify beyond CUSIX? The mutual funds below have the lowest correlation with CUSIX — 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 CUSIX.
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 Diversified) with a 1Y correlation of 0.18, down from 0.42 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Cullen Emerging Markets High Dividend Fund | 0.18 | 0.33 | 0.42 | 91 | Emerging Markets Diversified | CUSIX vs CEMFX | |
| Aegis Value Fund | 0.35 | 0.49 | 0.56 | 94 | Small Cap Value Equities | CUSIX vs AVALX | |
| Cullen High Dividend Equity Fund | 0.65 | 0.72 | 0.76 | 63 | Large Cap Value Equities | CUSIX vs CHDEX | |
| Invesco Small Cap Value Fund | 0.69 | 0.78 | 0.85 | 85 | Small Cap Value Equities | CUSIX vs VSCAX | |
| Bridgeway Ultra Small Company Market Fund | 0.69 | 0.76 | 0.78 | 79 | Small Cap Value Equities | CUSIX vs BRSIX |
See all 24 diversifiers for CUSIX
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