Looking to diversify beyond URSIX? The mutual funds below have historically moved differently from URSIX, 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 URSIX
1 mutual funds have low correlation with URSIX (below 0.3), 1 of which are negatively correlated.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Victory Pioneer Cat Bond Fund Class Y | -0.02 | — | — | 100 | Nontraditional Bonds | URSIX vs CBYYX | |
| Victory Global Energy Transition Fund | 0.47 | 0.53 | 0.59 | 96 | Energy Equities | URSIX vs RSNRX | |
| USAA High Income Fund | 0.66 | 0.57 | 0.59 | 78 | High Yield Bonds | URSIX vs USHYX | |
| Mutual of America Retirement Income Fund | 0.80 | 0.75 | 0.70 | 66 | Target Retirement Date | URSIX vs MARMX | |
| Dimensional Retirement Income Fund | 0.80 | 0.77 | 0.74 | 81 | Target Retirement Date | URSIX vs TDIFX |
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