Looking to diversify beyond NBSRX? The mutual funds below have historically moved differently from NBSRX, 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 NBSRX
3 mutual funds have low correlation with NBSRX (below 0.3), 0 of which are negatively correlated. The least correlated is Neuberger Berman MLP (NML) (MLPs) with a 1Y correlation of 0.00, down from 0.38 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Neuberger Berman MLP | 0.00 | 0.24 | 0.38 | 52 | MLPs, Energy Equities | NBSRX vs NML | |
| Neuberger Berman Municipal Intermediate Bond Fund | 0.26 | 0.11 | 0.12 | 56 | Municipal Bonds | NBSRX vs NMUIX | |
| Neuberger Berman Floating Rate Income Fund | 0.29 | 0.23 | 0.26 | 92 | Bank Loan | NBSRX vs NFIAX | |
| Goldman Sachs Strategic Volatility Premium Fund | 0.36 | 0.15 | 0.14 | 97 | Large Cap Blend Equities | NBSRX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 0.46 | 0.33 | 0.39 | 57 | Preferred Stock | NBSRX vs ORDNX |
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