Looking to diversify beyond SUSIX? The mutual funds below have the lowest correlation with SUSIX — 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 SUSIX.
Best Diversifiers for SUSIX
2 mutual funds have low correlation with SUSIX (below 0.3), 0 of which are negatively correlated. The least correlated is Elfun Tax Exempt Income Fund (ELFTX) (Municipal Bonds) with a 1Y correlation of 0.20, roughly unchanged from 0.11 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Elfun Tax Exempt Income Fund | 0.20 | 0.15 | 0.11 | 70 | Municipal Bonds | SUSIX vs ELFTX | |
| Goldman Sachs Strategic Volatility Premium Fund | 0.26 | 0.14 | 0.12 | 73 | Large Cap Blend Equities | SUSIX vs SVPFX | |
| Federated Hermes MDT All Cap Core Fund | 0.34 | 0.61 | 0.79 | 56 | Large Cap Blend Equities | SUSIX vs QIACX | |
| Federated Hermes MDT All Cap Core Fund Class R6 | 0.34 | 0.61 | 0.79 | 56 | Large Cap Blend Equities | SUSIX vs QKACX | |
| North Square Preferred and Income Securities Fund | 0.48 | 0.33 | 0.42 | 72 | Large Cap Blend Equities | SUSIX vs ORDNX |
See all 45 diversifiers for SUSIX
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