Looking to diversify beyond MWUSX? The mutual funds below have the lowest correlation with MWUSX — 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 MWUSX.
Best Diversifiers for MWUSX
11 mutual funds have low correlation with MWUSX (below 0.3), 2 of which are negatively correlated. The least correlated is DFA One Year Fixed Income Portfolio (DFIHX) (Ultrashort Bond) with a 1Y correlation of -0.04, down from 0.23 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA One Year Fixed Income Portfolio | -0.04 | -0.00 | 0.23 | 99 | Ultrashort Bond | MWUSX vs DFIHX | |
| SEI Institutional Investments Trust Opportunistic ... | -0.02 | 0.19 | 0.17 | 100 | Ultrashort Bond | MWUSX vs ENIAX | |
| CrossingBridge Ultra-Short Duration Fund | 0.08 | 0.04 | — | 99 | Ultrashort Bond | MWUSX vs CBUDX | |
| Six Circles Tax Aware Ultra Short Duration Fund | 0.10 | 0.17 | 0.22 | 98 | Ultrashort Bond | MWUSX vs CUTAX | |
| DFA Two-Year Government Portfolio | 0.11 | 0.01 | 0.22 | 57 | Ultrashort Bond | MWUSX vs DFYGX |
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