Looking to diversify beyond SUSIX? The mutual funds below have historically moved differently from SUSIX, 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 SUSIX
1 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 0.24, up from 0.12 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Elfun Tax Exempt Income Fund | 0.24 | 0.15 | 0.12 | 79 | Municipal Bonds | SUSIX vs ELFTX | |
| Goldman Sachs Strategic Volatility Premium Fund | 0.36 | 0.16 | 0.14 | 97 | Large Cap Blend Equities | SUSIX vs SVPFX | |
| Federated Hermes MDT All Cap Core Fund | 0.48 | 0.61 | 0.79 | 53 | Large Cap Blend Equities | SUSIX vs QIACX | |
| Federated Hermes MDT All Cap Core Fund Class R6 | 0.48 | 0.61 | 0.79 | 50 | Large Cap Blend Equities | SUSIX vs QKACX | |
| North Square Preferred and Income Securities Fund | 0.53 | 0.34 | 0.40 | 59 | Preferred Stock | SUSIX vs ORDNX |
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