Looking to diversify beyond REUYX? The mutual funds below have historically moved differently from REUYX, 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 REUYX
1 mutual funds have low correlation with REUYX (below 0.3), 0 of which are negatively correlated. The least correlated is Russell Investments Tax-Exempt Bond Fund (RLVSX) (Municipal Bonds) with a 1Y correlation of 0.27, up from 0.14 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Russell Investments Tax-Exempt Bond Fund | 0.27 | 0.17 | 0.14 | 80 | Municipal Bonds | REUYX vs RLVSX | |
| Russell Investments Global Infrastructure Fund | 0.35 | 0.47 | 0.61 | 64 | Infrastructure Equities, Energy Equities | REUYX vs RGIYX | |
| Goldman Sachs Strategic Volatility Premium Fund | 0.40 | 0.17 | 0.15 | 97 | Large Cap Blend Equities | REUYX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 0.53 | 0.36 | 0.40 | 59 | Preferred Stock | REUYX vs ORDNX | |
| Rock Oak Core Growth Fund | 0.63 | 0.75 | 0.82 | 89 | Large Cap Blend Equities | REUYX vs RCKSX |
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