Looking to diversify beyond SUSAX? The mutual funds below have the lowest correlation with SUSAX — 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 SUSAX.
Best Diversifiers for SUSAX
20 mutual funds have low correlation with SUSAX (below 0.3), 1 of which are negatively correlated. The least correlated is SEI Institutional Investments Trust Opportunistic Income Fund (ENIAX) (Ultrashort Bond) with a 1Y correlation of -0.05, down from 0.25 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| SEI Institutional Investments Trust Opportunistic ... | -0.05 | 0.19 | 0.25 | 99 | Ultrashort Bond | SUSAX vs ENIAX | |
| T. Rowe Price Ultra Short-Term Bond Fund Class I | 0.07 | 0.40 | 0.40 | 99 | Ultrashort Bond | SUSAX vs TRSTX | |
| SEI Institutional International Trust Emerging Mar... | 0.07 | 0.08 | 0.07 | 87 | Emerging Markets Diversified | SUSAX vs SIEMX | |
| Tactical Multi-Purpose Fund | 0.07 | 0.01 | 0.03 | 100 | Ultrashort Bond | SUSAX vs TMPFX | |
| Morgan Stanley Pathway Funds Ultra-ShortTerm Fixed... | 0.11 | 0.12 | 0.04 | 98 | Ultrashort Bond | SUSAX vs TSDUX |
See all 35 diversifiers for SUSAX
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