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Looking to diversify beyond GUT? The mutual funds below have historically moved differently from GUT, 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 GUT

4 mutual funds have low correlation with GUT (below 0.3), 0 of which are negatively correlated. The least correlated is The Gabelli Convertible and Income Securities Fund Inc (GCV) (Convertible Bonds) with a 1Y correlation of 0.16, roughly unchanged from 0.14 over 5 years.

How candidates are selected

Low-Correlation Stock Ideas

The table shows companies with at least $1B in market capitalization, historical correlation data for GUT, 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 Reaves Utility Income Trust (UTG) (Financial Services) with a 1Y correlation of 0.18, roughly unchanged from 0.26 over 5 years.

How candidates are selected

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankSector
Reaves Utility Income Trust0.180.260.26
55
Financial Services
Cohen & Steers Infrastructure Fund, Inc0.240.260.25
74
Financial Services
AGNC Investment Corp.0.260.250.27
79
Real Estate

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Diversification Analysis

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