Looking to diversify beyond SAUFX? The mutual funds below have historically moved differently from SAUFX, 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 SAUFX
24 mutual funds have low correlation with SAUFX (below 0.3), 2 of which are negatively correlated. The least correlated is PIMCO Short Term Fund (PTSHX) (Ultrashort Bond) with a 1Y correlation of -0.06, roughly unchanged from -0.05 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| PIMCO Short Term Fund | -0.06 | -0.08 | -0.05 | 99 | Ultrashort Bond | SAUFX vs PTSHX | |
| Fidelity Series Treasury Bill Index Fund | -0.02 | -0.01 | 0.08 | 100 | Ultrashort Bond | SAUFX vs FHQFX | |
| U.S. Global Investors U.S. Government Ultra-Short ... | 0.04 | 0.08 | 0.15 | 99 | Ultrashort Bond | SAUFX vs UGSDX | |
| PIMCO Short Asset Investment Fund | 0.07 | 0.07 | 0.10 | 100 | Ultrashort Bond | SAUFX vs PAIPX | |
| SEI Institutional Investments Trust Opportunistic ... | 0.07 | 0.16 | 0.15 | 100 | Ultrashort Bond | SAUFX vs ENIAX |
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