Looking to diversify beyond USG? The mutual funds below have historically moved differently from USG, 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 USG
5 mutual funds have low correlation with USG (below 0.3), 0 of which are negatively correlated. The least correlated is Cullen Enhanced Equity Income Fund (ENHNX) (Derivative Income) with a 1Y correlation of 0.16, roughly unchanged from 0.12 over 3 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Cullen Enhanced Equity Income Fund | 0.16 | 0.12 | — | 52 | Derivative Income | USG vs ENHNX | |
| Fidelity Real Estate Income Fund | 0.17 | 0.19 | — | 78 | REIT | USG vs FRIFX | |
| The Covered Bridge Fund | 0.20 | 0.15 | — | 83 | Derivative Income | USG vs TCBIX | |
| Vanguard Emerging Markets Bond Fund Admiral Shares | 0.27 | 0.25 | 0.23 | 85 | Emerging Markets Bonds | USG vs VEGBX | |
| BlackRock Enhanced Equity Dividend Trust | 0.29 | 0.13 | — | 64 | Derivative Income | USG vs BDJ |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for USG, 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 Frontline Ltd. (FRO) (Industrials) with a 1Y correlation of 0.06, roughly unchanged from 0.07 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Frontline Ltd. | 0.06 | 0.09 | 0.07 | 96 | Industrials |
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