Looking to diversify beyond URTRX? The mutual funds below have historically moved differently from URTRX, 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 URTRX
1 mutual funds have low correlation with URTRX (below 0.3), 0 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 | 0.00 | — | — | 100 | Nontraditional Bonds | URTRX vs CBYYX | |
| Victory Global Energy Transition Fund | 0.45 | 0.52 | 0.58 | 96 | Energy Equities | URTRX vs RSNRX | |
| USAA High Income Fund | 0.67 | 0.62 | 0.64 | 78 | High Yield Bonds | URTRX vs USHYX | |
| T. Rowe Price Retirement Income 2020 Fund | 0.82 | 0.89 | 0.92 | 73 | Target Retirement Date | URTRX vs TRLAX | |
| BlackRock Retirement Income 2030 Fund | 0.83 | 0.83 | 0.85 | 56 | Target Retirement Date | URTRX vs BRIAX |
See all 422 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