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Looking to diversify beyond SRUUF? The mutual funds below have historically moved differently from SRUUF, 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 SRUUF

20 mutual funds have low correlation with SRUUF (below 0.3), 0 of which are negatively correlated. The least correlated is DoubleLine Strategic Commodity Fund (DBCMX) (Commodities) with a 1Y correlation of 0.03, down from 0.15 over 5 years.

How candidates are selected

See all 27 diversifiers for SRUUF

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Low-Correlation Stock Ideas

The table shows companies with at least $1B in market capitalization, historical correlation data for SRUUF, and a Risk / Return Rank of 50 or higher. Treat them as research candidates rather than evidence that they will offset a future decline. The least correlated is Everest Group Ltd (EG) (Financial Services) with a 1Y correlation of -0.06, down from 0.10 over 5 years.

How candidates are selected

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankSector
Everest Group Ltd-0.060.030.10
62
Financial Services
Vertiv Holdings Co.0.300.270.28
76
Industrials
Jabil Inc.0.310.230.26
73
Technology
Sprott Physical Gold Trust0.400.230.23
64
Financial Services

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