Looking to diversify beyond USCRX? The mutual funds below have historically moved differently from USCRX, 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 USCRX
10 mutual funds have low correlation with USCRX (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 -0.20, down from 0.16 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... | -0.20 | 0.02 | 0.16 | 77 | Diversified Portfolio | USCRX vs SIFAX | |
| MH Elite Small Cap Fund of Funds Fund | -0.01 | 0.11 | 0.45 | 66 | Diversified Portfolio | USCRX vs MHELX | |
| Victory Pioneer Cat Bond Fund Class Y | 0.03 | — | — | 100 | Nontraditional Bonds | USCRX vs CBYYX | |
| Victory Pioneer Multi-Asset Ultrashort Income Fund... | 0.05 | 0.09 | 0.13 | 98 | Ultrashort Bond | USCRX vs MAFRX | |
| USAA Ultra Short-Term Bond Fund | 0.21 | 0.22 | 0.24 | 98 | Ultrashort Bond | USCRX vs UUSTX |
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