Looking to diversify beyond USSTX? The mutual funds below have historically moved differently from USSTX, 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 USSTX
18 mutual funds have low correlation with USSTX (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 0.20 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA California Municipal Real Return Portfolio | -0.01 | 0.16 | 0.20 | 89 | Municipal Bonds | USSTX vs DCARX | |
| DFA Municipal Real Return Portfolio | 0.05 | 0.20 | 0.23 | 92 | Municipal Bonds | USSTX vs DMREX | |
| Victory Pioneer Cat Bond Fund Class Y | 0.07 | — | — | 100 | Nontraditional Bonds | USSTX vs CBYYX | |
| T. Rowe Price Ultra Short-Term Bond Fund | 0.10 | 0.25 | 0.25 | 98 | Ultrashort Bond | USSTX vs TRBUX | |
| Victory Global Energy Transition Fund | 0.12 | 0.07 | 0.05 | 96 | Energy Equities | USSTX vs RSNRX |
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