Looking to diversify beyond RUSIX? The mutual funds below have historically moved differently from RUSIX, 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 RUSIX
18 mutual funds have low correlation with RUSIX (below 0.3), 1 of which are negatively correlated. The least correlated is Tactical Multi-Purpose Fund (TMPFX) (Ultrashort Bond) with a 1Y correlation of -0.07, roughly unchanged from -0.01 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Tactical Multi-Purpose Fund | -0.07 | -0.01 | -0.01 | 100 | Ultrashort Bond | RUSIX vs TMPFX | |
| CrossingBridge Ultra-Short Duration Fund | 0.03 | 0.11 | 0.12 | 99 | Ultrashort Bond | RUSIX vs CBUDX | |
| SEI Institutional Investments Trust Opportunistic ... | 0.05 | 0.18 | 0.26 | 100 | Ultrashort Bond | RUSIX vs ENIAX | |
| Northern Ultra-Short Fixed Income Fund | 0.07 | 0.23 | 0.35 | 99 | Ultrashort Bond | RUSIX vs NUSFX | |
| RBC Emerging Markets Equity Fund | 0.08 | 0.10 | 0.09 | 64 | Emerging Markets Equities | RUSIX vs REEIX |
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