Looking to diversify beyond USAIX? The mutual funds below have historically moved differently from USAIX, 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 USAIX
3 mutual funds have low correlation with USAIX (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 | -0.01 | — | — | 100 | Nontraditional Bonds | USAIX vs CBYYX | |
| Victory Global Energy Transition Fund | 0.06 | 0.13 | 0.09 | 96 | Energy Equities | USAIX vs RSNRX | |
| DFA U.S. Large Cap Value Portfolio | 0.28 | 0.20 | 0.13 | 95 | Large Cap Value Equities | USAIX vs DFLVX | |
| Holbrook Income Fund Class I | 0.35 | 0.31 | 0.37 | 99 | Intermediate Core-Plus Bond | USAIX vs HOBIX | |
| Victory 500 Index Fund Member Shares | 0.35 | 0.24 | 0.19 | 59 | Large Cap Blend Equities | USAIX vs USSPX |
See all 18 diversifiers for USAIX
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