Looking to diversify beyond URTRX? The mutual funds below have the lowest correlation with URTRX — 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 URTRX.
Best Diversifiers for URTRX
1 mutual funds have low correlation with URTRX (below 0.3), 0 of which are negatively correlated.
| 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 | URTRX vs CBYYX | |
| Victory Global Energy Transition Fund | 0.44 | 0.53 | 0.58 | 95 | Energy Equities | URTRX vs RSNRX | |
| USAA High Income Fund | 0.68 | 0.63 | 0.64 | 79 | High Yield Bonds | URTRX vs USHYX | |
| Dimensional Retirement Income Fund | 0.81 | 0.81 | 0.78 | 77 | Target Retirement Date | URTRX vs TDIFX | |
| T. Rowe Price Retirement Income 2020 Fund | 0.83 | 0.89 | 0.92 | 73 | Target Retirement Date | URTRX vs TRLAX |
See all 259 diversifiers for URTRX
To view more results, upgrade your current subscription plan.
Diversification Analysis
Build a portfolio that complements URTRX
Add URTRX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with URTRX