Looking to diversify beyond FUSGX? The mutual funds below have the lowest correlation with FUSGX — 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 FUSGX.
Best Diversifiers for FUSGX
7 mutual funds have low correlation with FUSGX (below 0.3), 0 of which are negatively correlated. The least correlated is Federated Hermes Strategic Value Dividend Fund (SVAIX) (Large Cap Value Equities) with a 1Y correlation of 0.13, roughly unchanged from 0.19 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Federated Hermes Strategic Value Dividend Fund | 0.13 | 0.24 | 0.19 | 78 | Large Cap Value Equities | FUSGX vs SVAIX | |
| GMO U.S. Treasury Fund | 0.17 | 0.08 | 0.05 | 99 | Government Bonds | FUSGX vs GUSTX | |
| Integrity Short Term Government Fund | 0.19 | 0.62 | 0.71 | 89 | Government Bonds | FUSGX vs MDSIX | |
| DFA Short-Term Government Portfolio | 0.20 | 0.06 | 0.30 | 59 | Government Bonds | FUSGX vs DFFGX | |
| Davis Government Bond Fund | 0.26 | 0.43 | 0.54 | 76 | Government Bonds | FUSGX vs RFBAX |
See all 13 diversifiers for FUSGX
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