Looking to diversify beyond UBVSX? The mutual funds below have the lowest correlation with UBVSX — 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 UBVSX.
Best Diversifiers for UBVSX
0 mutual funds have low correlation with UBVSX (below 0.3), 0 of which are negatively correlated. The least correlated is JPMorgan Income Fund (JMSIX) (Multisector Bonds) with a 1Y correlation of 0.30, roughly unchanged from 0.25 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| JPMorgan Income Fund | 0.30 | 0.23 | 0.25 | 78 | Multisector Bonds | UBVSX vs JMSIX | |
| Aegis Value Fund | 0.37 | 0.46 | 0.55 | 89 | Small Cap Value Equities | UBVSX vs AVALX | |
| Fidelity Advisor Emerging Markets Discovery Fund C... | 0.42 | 0.44 | 0.51 | 87 | Emerging Markets Equities | UBVSX vs FIQGX | |
| Bridgeway Ultra Small Company Market Fund | 0.64 | 0.72 | 0.74 | 74 | Small Cap Value Equities | UBVSX vs BRSIX | |
| Invesco Small Cap Value Fund | 0.69 | 0.78 | 0.85 | 89 | Small Cap Value Equities | UBVSX vs VSCAX |
See all 28 diversifiers for UBVSX
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