Looking to diversify beyond USMSX? The mutual funds below have the lowest correlation with USMSX — 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 USMSX.
Best Diversifiers for USMSX
446 mutual funds have low correlation with USMSX (below 0.3), 1 of which are negatively correlated. The least correlated is DFA California Municipal Real Return Portfolio (DCARX) (Municipal Bonds) with a 1Y correlation of -0.01, down from 0.22 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA California Municipal Real Return Portfolio | -0.01 | 0.18 | 0.22 | 95 | Municipal Bonds | USMSX vs DCARX | |
| JPMorgan Equity Income Fund R6 | 0.03 | 0.05 | 0.04 | 77 | Large Cap Value Equities, Dividend | USMSX vs OIEJX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | 0.03 | 0.07 | 0.09 | 99 | Municipal Bonds | USMSX vs TFCYX | |
| Fidelity Flex Conservative Income Municipal Bond F... | 0.04 | 0.21 | 0.26 | 98 | Municipal Bonds | USMSX vs FUEMX | |
| DFA Municipal Real Return Portfolio | 0.06 | 0.21 | 0.24 | 94 | Municipal Bonds | USMSX vs DMREX |
See all 454 diversifiers for USMSX
To view more results, upgrade your current subscription plan.
Diversification Analysis
Build a portfolio that complements USMSX
Add USMSX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with USMSX