Looking to diversify beyond USATX? The mutual funds below have the lowest correlation with USATX — 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 USATX.
Best Diversifiers for USATX
16 mutual funds have low correlation with USATX (below 0.3), 2 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 | -0.01 | — | — | 100 | Nontraditional Bonds | USATX vs CBYYX | |
| DFA California Municipal Real Return Portfolio | -0.01 | 0.19 | 0.21 | 95 | Municipal Bonds | USATX vs DCARX | |
| DFA Municipal Real Return Portfolio | 0.04 | 0.19 | 0.21 | 94 | Municipal Bonds | USATX vs DMREX | |
| Victory Global Energy Transition Fund | 0.09 | 0.05 | 0.04 | 95 | Energy Equities | USATX vs RSNRX | |
| USAA Nasdaq 100 Index Fund | 0.19 | 0.11 | 0.10 | 69 | Nasdaq-100, Large Cap Growth Equities | USATX vs USNQX |
See all 34 diversifiers for USATX
To view more results, upgrade your current subscription plan.
Diversification Analysis
Build a portfolio that complements USATX
Add USATX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with USATX