Looking to diversify beyond CUSUX? The mutual funds below have the lowest correlation with CUSUX — 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 CUSUX.
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 Tax Aware Ultra Short Duration Fund (CUTAX) (Ultrashort Bond) with a 1Y correlation of 0.11, roughly unchanged from 0.05 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Six Circles Tax Aware Ultra Short Duration Fund | 0.11 | 0.09 | 0.05 | 98 | Ultrashort Bond | CUSUX vs CUTAX | |
| Six Circles Ultra Short Duration Fund | 0.13 | 0.08 | 0.05 | 99 | Ultrashort Bond | CUSUX vs CUSDX | |
| Six Circles Tax Aware Bond Fund | 0.14 | 0.16 | 0.14 | 81 | Municipal Bonds | CUSUX vs CBTAX | |
| Goldman Sachs Strategic Volatility Premium Fund | 0.23 | 0.16 | 0.13 | 73 | Large Cap Blend Equities | CUSUX vs SVPFX | |
| Federated Hermes MDT All Cap Core Fund | 0.32 | 0.63 | 0.78 | 56 | Large Cap Blend Equities | CUSUX vs QIACX |
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