Looking to diversify beyond USMIX? The mutual funds below have the lowest correlation with USMIX — 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 USMIX.
Best Diversifiers for USMIX
2 mutual funds have low correlation with USMIX (below 0.3), 0 of which are negatively correlated. The least correlated is Victory Pioneer Cat Bond Fund Class Y (CBYYX) (Nontraditional Bonds) with a 1Y correlation of 0.02, roughly unchanged from 0.01 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Victory Pioneer Cat Bond Fund Class Y | 0.02 | 0.01 | 0.01 | 100 | Nontraditional Bonds | USMIX vs CBYYX | |
| USAA Tax Exempt Intermediate Term Fund | 0.20 | 0.17 | 0.12 | 76 | Municipal Bonds | USMIX vs USATX | |
| Victory Global Energy Transition Fund | 0.45 | 0.58 | 0.60 | 97 | Energy Equities | USMIX vs RSNRX | |
| USAA High Income Fund | 0.55 | 0.56 | 0.57 | 79 | High Yield Bonds | USMIX vs USHYX | |
| USAA Nasdaq 100 Index Fund | 0.66 | 0.66 | 0.76 | 74 | Large Cap Growth Equities | USMIX vs USNQX |
See all 19 diversifiers for USMIX
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Diversification Analysis
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