Looking to diversify beyond USCCX? The mutual funds below have historically moved differently from USCCX, 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 USCCX
3 mutual funds have low correlation with USCCX (below 0.3), 2 of which are negatively correlated. The least correlated is SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund (SIFAX) (Diversified Portfolio) with a 1Y correlation of -0.14, down from 0.17 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | -0.14 | 0.06 | 0.17 | 83 | Diversified Portfolio | USCCX vs SIFAX | |
| Victory Pioneer Cat Bond Fund Class Y | -0.00 | — | — | 100 | Nontraditional Bonds | USCCX vs CBYYX | |
| MH Elite Small Cap Fund of Funds Fund | 0.03 | 0.10 | 0.35 | 66 | Diversified Portfolio | USCCX vs MHELX | |
| Concorde Wealth Management Fund | 0.32 | 0.46 | 0.54 | 83 | Diversified Portfolio | USCCX vs CONWX | |
| Victory Global Energy Transition Fund | 0.34 | 0.40 | 0.44 | 96 | Energy Equities | USCCX vs RSNRX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for USCCX, and a Risk / Return Rank of 50 or higher. Treat them as research candidates rather than evidence that they will offset a future decline. The least correlated is The Coca-Cola Company (KO) (Consumer Defensive) with a 1Y correlation of -0.02, down from 0.26 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| The Coca-Cola Company | -0.02 | 0.15 | 0.26 | 90 | Consumer Defensive |
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