Looking to diversify beyond FCUEX? The mutual funds below have historically moved differently from FCUEX, 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 FCUEX
2 mutual funds have low correlation with FCUEX (below 0.3), 0 of which are negatively correlated. The least correlated is GQG Partners US Quality Dividend Income Fund (GQHPX) (Quality Factor) with a 1Y correlation of 0.06, down from 0.54 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| GQG Partners US Quality Dividend Income Fund | 0.06 | 0.42 | 0.54 | 62 | Quality Factor, Large Cap Value Equities | FCUEX vs GQHPX | |
| GQG Partners Global Quality Dividend Income Fund | 0.20 | 0.44 | 0.54 | 70 | Quality Factor, Global Equities | FCUEX vs GQFPX | |
| GQG Partners International Quality Dividend Income... | 0.38 | 0.43 | 0.48 | 71 | Quality Factor, Foreign Large Cap Equities | FCUEX vs GQJPX | |
| Goldman Sachs Strategic Volatility Premium Fund | 0.40 | 0.18 | 0.18 | 97 | Large Cap Blend Equities | FCUEX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 0.45 | 0.33 | 0.39 | 59 | Preferred Stock | FCUEX vs ORDNX |
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