Looking to diversify beyond UGSDX? The mutual funds below have the lowest correlation with UGSDX — 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 UGSDX.
Best Diversifiers for UGSDX
26 mutual funds have low correlation with UGSDX (below 0.3), 7 of which are negatively correlated. The least correlated is SEI Institutional Investments Trust Opportunistic Income Fund (ENIAX) (Ultrashort Bond) with a 1Y correlation of -0.12, down from 0.04 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| SEI Institutional Investments Trust Opportunistic ... | -0.12 | 0.07 | 0.04 | 100 | Ultrashort Bond | UGSDX vs ENIAX | |
| Six Circles Tax Aware Ultra Short Duration Fund | -0.10 | -0.01 | 0.05 | 98 | Ultrashort Bond | UGSDX vs CUTAX | |
| CrossingBridge Ultra-Short Duration Fund | -0.04 | 0.01 | — | 99 | Ultrashort Bond | UGSDX vs CBUDX | |
| DFA One Year Fixed Income Portfolio | -0.04 | 0.02 | 0.07 | 99 | Ultrashort Bond | UGSDX vs DFIHX | |
| Six Circles Ultra Short Duration Fund | -0.03 | -0.00 | 0.06 | 99 | Ultrashort Bond | UGSDX vs CUSDX |
See all 66 diversifiers for UGSDX
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