Looking to diversify beyond DURPX? The mutual funds below have historically moved differently from DURPX, 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 DURPX
0 mutual funds have low correlation with DURPX (below 0.3), 0 of which are negatively correlated. The least correlated is Goldman Sachs Strategic Volatility Premium Fund (SVPFX) (Large Cap Blend Equities) with a 1Y correlation of 0.32, up from 0.13 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 0.32 | 0.13 | 0.13 | 97 | Large Cap Blend Equities | DURPX vs SVPFX | |
| Federated Hermes MDT All Cap Core Fund | 0.38 | 0.58 | 0.76 | 52 | Large Cap Blend Equities | DURPX vs QIACX | |
| Federated Hermes MDT All Cap Core Fund Class R6 | 0.38 | 0.58 | 0.76 | 51 | Large Cap Blend Equities | DURPX vs QKACX | |
| North Square Preferred and Income Securities Fund | 0.47 | 0.35 | 0.40 | 57 | Preferred Stock | DURPX vs ORDNX | |
| DFA Emerging Markets Value Portfolio | 0.58 | 0.56 | 0.57 | 72 | Emerging Markets Equities | DURPX vs DFEVX |
To view more results, upgrade your current subscription plan.
Build a portfolio that complements DURPX
Add DURPX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with DURPX