Looking to diversify beyond CUSUX? The mutual funds below have historically moved differently from CUSUX, 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 CUSUX
4 mutual funds have low correlation with CUSUX (below 0.3), 0 of which are negatively correlated. The least correlated is Six Circles Ultra Short Duration Fund (CUSDX) (Ultrashort Bond) with a 1Y correlation of 0.12, roughly unchanged from 0.05 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Six Circles Ultra Short Duration Fund | 0.12 | 0.09 | 0.05 | 99 | Ultrashort Bond | CUSUX vs CUSDX | |
| Six Circles Tax Aware Ultra Short Duration Fund | 0.19 | 0.12 | 0.07 | 63 | Ultrashort Bond | CUSUX vs CUTAX | |
| Six Circles Tax Aware Bond Fund | 0.20 | 0.17 | 0.15 | 84 | Municipal Bonds | CUSUX vs CBTAX | |
| PIMCO Mortgage Opportunities and Bond Fund | 0.30 | 0.19 | 0.17 | 53 | Nontraditional Bonds | CUSUX vs PMZIX | |
| Goldman Sachs Strategic Volatility Premium Fund | 0.33 | 0.18 | 0.14 | 97 | Large Cap Blend Equities | CUSUX vs SVPFX |
To view more results, upgrade your current subscription plan.
Build a portfolio that complements CUSUX
Add CUSUX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with CUSUX