Looking to diversify beyond GURIX? The mutual funds below have historically moved differently from GURIX, 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 GURIX
11 mutual funds have low correlation with GURIX (below 0.3), 2 of which are negatively correlated. The least correlated is TIAA Real Estate Account (QREARX) (REIT) with a 1Y correlation of -0.21, roughly unchanged from -0.13 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| TIAA Real Estate Account | -0.21 | -0.13 | -0.13 | 99 | REIT | GURIX vs QREARX | |
| BlackRock Global Equity Market Neutral Fund Class ... | -0.12 | -0.07 | -0.03 | 97 | Equity Market Neutral | GURIX vs BDMIX | |
| Redwood Real Estate Income Fund | 0.01 | — | — | 100 | REIT | GURIX vs CREMX | |
| Virtus AlphaSimplex Managed Futures Strategy Fund ... | 0.06 | 0.04 | -0.05 | 66 | Systematic Trend | GURIX vs ASFYX | |
| iShares S&P 500 Index Fund Class K | 0.23 | 0.43 | 0.57 | 63 | S&P 500 | GURIX vs WFSPX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for GURIX, 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 AGNC Investment Corp. (AGNC) (Real Estate) with a 1Y correlation of 0.48, roughly unchanged from 0.55 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| AGNC Investment Corp. | 0.48 | 0.54 | 0.55 | 79 | Real Estate | |
| Realty Income Corporation | 0.71 | 0.70 | 0.75 | 77 | Real Estate |
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