Looking to diversify beyond DSU? The mutual funds below have historically moved differently from DSU, 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 DSU
35 mutual funds have low correlation with DSU (below 0.3), 1 of which are negatively correlated.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Calamos Aksia Alternative Credit and Income Fund C... | -0.08 | — | — | 99 | Bank Loan | DSU vs CAPIX | |
| Federated Hermes Project and Trade Finance Tender ... | 0.05 | 0.02 | 0.03 | 93 | Bank Loan | DSU vs XPTFX | |
| RiverPark Floating Rate CMBS Fund | 0.08 | 0.11 | 0.11 | 100 | Bank Loan | DSU vs RCRIX | |
| Federated Hermes Floating Rate Strat Inc Fund | 0.09 | 0.12 | 0.20 | 93 | Bank Loan | DSU vs FFRSX | |
| BlackRock Global Equity Market Neutral Fund Class ... | 0.10 | 0.06 | 0.02 | 97 | Equity Market Neutral | DSU vs BDMIX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for DSU, and a Risk / Return Rank of 50 or higher. Treat them as research candidates rather than evidence that they will offset a future decline. The least correlated is Spire Inc. (SR) (Utilities) with a 1Y correlation of -0.07, down from 0.17 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Spire Inc. | -0.07 | 0.08 | 0.17 | 60 | Utilities | |
| Reaves Utility Income Trust | 0.15 | 0.21 | 0.30 | 55 | Financial Services | |
| AGNC Investment Corp. | 0.31 | 0.33 | 0.38 | 79 | Real Estate | |
| BlackRock Capital Allocation Term Trust | 0.37 | 0.34 | 0.40 | 95 | Financial Services | |
| Abrdn Total Dynamic Dividend Fund | 0.38 | 0.38 | 0.46 | 88 | Financial Services |
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