Looking to diversify beyond RBSIX? The mutual funds below have historically moved differently from RBSIX, 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 RBSIX
16 mutual funds have low correlation with RBSIX (below 0.3), 3 of which are negatively correlated. The least correlated is Artisan Global Unconstrained Fund (APFPX) (Nontraditional Bonds) with a 1Y correlation of -0.10, roughly unchanged from 0.00 over 3 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Artisan Global Unconstrained Fund | -0.10 | 0.00 | — | 99 | Nontraditional Bonds | RBSIX vs APFPX | |
| Victory Pioneer Cat Bond Fund Class Y | -0.01 | — | — | 100 | Nontraditional Bonds | RBSIX vs CBYYX | |
| Putnam Mortgage Opportunities Fund | -0.01 | 0.03 | — | 88 | Nontraditional Bonds | RBSIX vs PMOTX | |
| Cliffwater Enhanced Lending Fund | 0.06 | -0.00 | — | 100 | Nontraditional Bonds | RBSIX vs CELFX | |
| GMO Opportunistic Income Fund | 0.07 | 0.16 | — | 95 | Nontraditional Bonds | RBSIX vs GMODX |
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