Looking to diversify beyond USSPX? The mutual funds below have historically moved differently from USSPX, 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 USSPX
15 mutual funds have low correlation with USSPX (below 0.3), 0 of which are negatively correlated. The least correlated is Victory Pioneer Multi-Asset Ultrashort Income Fund Class A (MAFRX) (Ultrashort Bond) with a 1Y correlation of 0.03, roughly unchanged from 0.09 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Victory Pioneer Multi-Asset Ultrashort Income Fund... | 0.03 | 0.06 | 0.09 | 98 | Ultrashort Bond | USSPX vs MAFRX | |
| Victory Pioneer Cat Bond Fund Class Y | 0.03 | — | — | 100 | Nontraditional Bonds | USSPX vs CBYYX | |
| USAA Ultra Short-Term Bond Fund | 0.17 | 0.16 | 0.15 | 98 | Ultrashort Bond | USSPX vs UUSTX | |
| USAA Tax Exempt Short Term Fund | 0.18 | 0.09 | 0.07 | 61 | Municipal Bonds | USSPX vs USSTX | |
| USAA Virginia Bond Fund | 0.19 | 0.13 | 0.12 | 77 | Municipal Bonds | USSPX vs USVAX |
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