Looking to diversify beyond UNAVX? The mutual funds below have the lowest correlation with UNAVX — 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 UNAVX.
Best Diversifiers for UNAVX
4 mutual funds have low correlation with UNAVX (below 0.3), 0 of which are negatively correlated. The least correlated is BlackRock Tactical Opportunities Fund Institutional Class (PBAIX) (Tactical Allocation) with a 1Y correlation of 0.00, down from 0.12 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| BlackRock Tactical Opportunities Fund Institutiona... | 0.00 | 0.18 | 0.12 | 75 | Tactical Allocation | UNAVX vs PBAIX | |
| Quantified Evolution Plus Fund | 0.20 | 0.30 | 0.26 | 80 | Tactical Allocation | UNAVX vs QEVOX | |
| Hussman Strategic Total Return Fund | 0.24 | 0.18 | 0.21 | 89 | Tactical Allocation | UNAVX vs HSTRX | |
| AQR Diversifying Strategies Fund Class N | 0.26 | 0.18 | 0.10 | 88 | Tactical Allocation | UNAVX vs QDSNX | |
| PIMCO All Asset All Authority Fund | 0.32 | 0.26 | 0.32 | 73 | Tactical Allocation | UNAVX vs PAUIX |
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Low-Correlation Stock Ideas
If you're looking for individual stocks that move independently from UNAVX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to UNAVX and solid risk/return profiles. The least correlated is Verizon Communications Inc. (VZ) (Communication Services) with a 1Y correlation of -0.12, down from 0.07 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Verizon Communications Inc. | -0.12 | -0.02 | 0.07 | 63 | Communication Services | |
| The Southern Company | -0.09 | -0.02 | 0.08 | 55 | Utilities | |
| JPMorgan Chase & Co. | 0.26 | 0.32 | 0.37 | 69 | Financial Services | |
| Apple Inc | 0.32 | 0.35 | 0.44 | 88 | Technology |
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