Looking to diversify beyond USGRX? The mutual funds below have historically moved differently from USGRX, 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 USGRX
1 mutual funds have low correlation with USGRX (below 0.3), 0 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 | 0.02 | — | — | 100 | Nontraditional Bonds | USGRX vs CBYYX | |
| Goldman Sachs Strategic Volatility Premium Fund | 0.33 | 0.16 | 0.13 | 97 | Large Cap Blend Equities | USGRX vs SVPFX | |
| Victory Global Energy Transition Fund | 0.42 | 0.46 | 0.51 | 96 | Energy Equities | USGRX vs RSNRX | |
| North Square Preferred and Income Securities Fund | 0.50 | 0.34 | 0.40 | 59 | Preferred Stock | USGRX vs ORDNX | |
| USAA High Income Fund | 0.61 | 0.53 | 0.54 | 78 | High Yield Bonds | USGRX vs USHYX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for USGRX, 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 Innovative Industrial Properties, Inc. (IIPR) (Real Estate) with a 1Y correlation of 0.33, down from 0.53 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Innovative Industrial Properties, Inc. | 0.33 | 0.45 | 0.53 | 71 | Real Estate |
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