Looking to diversify beyond SPUBX? The mutual funds below have historically moved differently from SPUBX, 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 SPUBX
1 mutual funds have low correlation with SPUBX (below 0.3), 1 of which are negatively correlated. The least correlated is Symmetry Panoramic Alternatives Fund (SPATX) (Multistrategy) with a 1Y correlation of -0.34, roughly unchanged from -0.38 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Symmetry Panoramic Alternatives Fund | -0.34 | -0.22 | -0.38 | 98 | Multistrategy | SPUBX vs SPATX | |
| Holbrook Income Fund Class I | 0.34 | 0.33 | 0.38 | 98 | Intermediate Core-Plus Bond | SPUBX vs HOBIX | |
| Symmetry Panoramic US Equity Fund | 0.38 | 0.26 | 0.19 | 72 | Large Cap Blend Equities | SPUBX vs SPUSX | |
| Symmetry Panoramic Global Equity Fund | 0.39 | 0.28 | 0.21 | 76 | Global Equities | SPUBX vs SPGEX | |
| Symmetry Panoramic International Equity Fund | 0.40 | 0.29 | 0.23 | 67 | Foreign Large Cap Equities | SPUBX vs SPILX |
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