Looking to diversify beyond SPUSX? The mutual funds below have the lowest correlation with SPUSX — they tend to move on their own, which can help reduce risk when the rest of your portfolio drops. The stock ideas table highlights individual companies that behave independently from SPUSX.
Best Diversifiers for SPUSX
2 mutual funds have low correlation with SPUSX (below 0.3), 0 of which are negatively correlated. The least correlated is Symmetry Panoramic Alternatives Fund (SPATX) (Multistrategy) with a 1Y correlation of 0.02, roughly unchanged from 0.00 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Symmetry Panoramic Alternatives Fund | 0.02 | 0.03 | 0.00 | 97 | Multistrategy | SPUSX vs SPATX | |
| Symmetry Panoramic Municipal Fixed Income Fund | 0.29 | 0.21 | 0.14 | 62 | Municipal Bonds | SPUSX vs SPMFX | |
| Goldman Sachs Strategic Volatility Premium Fund | 0.32 | 0.16 | 0.13 | 72 | Large Cap Blend Equities | SPUSX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 0.49 | 0.36 | 0.43 | 69 | Large Cap Blend Equities | SPUSX vs ORDNX | |
| Rock Oak Core Growth Fund | 0.76 | 0.82 | 0.88 | 62 | Large Cap Blend Equities | SPUSX vs RCKSX |
See all 39 diversifiers for SPUSX
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