Looking to diversify beyond URFRX? The mutual funds below have historically moved differently from URFRX, 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 URFRX
1 mutual funds have low correlation with URFRX (below 0.3), 0 of which are negatively correlated. The least correlated is Victory Pioneer Cat Bond Fund Class Y (CBYYX) (Nontraditional Bonds) with a 1Y correlation of 0.03, roughly unchanged from -0.02 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Victory Pioneer Cat Bond Fund Class Y | 0.03 | -0.02 | -0.02 | 100 | Nontraditional Bonds | URFRX vs CBYYX | |
| Victory Global Energy Transition Fund | 0.45 | 0.53 | 0.58 | 96 | Energy Equities | URFRX vs RSNRX | |
| USAA High Income Fund | 0.67 | 0.58 | 0.61 | 75 | High Yield Bonds | URFRX vs USHYX | |
| Dimensional Retirement Income Fund | 0.81 | 0.78 | 0.75 | 83 | Target Retirement Date | URFRX vs TDIFX | |
| MFS Lifetime Income Fund | 0.86 | 0.82 | 0.82 | 58 | Target Retirement Date | URFRX vs MLLIX |
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