PortfoliosLab logoPortfoliosLab logo

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

65 mutual funds have low correlation with NUSFX (below 0.3), 2 of which are negatively correlated. The least correlated is Morgan Stanley Pathway Funds Ultra-ShortTerm Fixed Income Fund (TSDUX) (Ultrashort Bond) with a 1Y correlation of -0.06, roughly unchanged from -0.01 over 5 years.

How candidates are selected

See all 67 diversifiers for NUSFX

To view more results, upgrade your current subscription plan.

Diversification Analysis

Build a portfolio that complements NUSFX

Add NUSFX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.

Analyze a portfolio with NUSFX