Looking to diversify beyond SPUSX? The mutual funds below have historically moved differently from SPUSX, 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 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 0.07, roughly unchanged from -0.00 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Symmetry Panoramic Alternatives Fund | 0.07 | 0.04 | -0.00 | 98 | Multistrategy | SPUSX vs SPATX | |
| Symmetry Panoramic Municipal Fixed Income Fund | 0.29 | 0.21 | 0.14 | 58 | Municipal Bonds | SPUSX vs SPMFX | |
| Goldman Sachs Strategic Volatility Premium Fund | 0.35 | 0.17 | 0.13 | 97 | Large Cap Blend Equities | SPUSX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 0.51 | 0.36 | 0.42 | 59 | Preferred Stock | SPUSX vs ORDNX | |
| First Eagle Overseas Fund Class I | 0.66 | 0.64 | 0.69 | 80 | Foreign Large Cap Equities | SPUSX vs SGOIX |
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