Looking to diversify beyond USTEX? The mutual funds below have historically moved differently from USTEX, 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 USTEX
14 mutual funds have low correlation with USTEX (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 | 0.00 | — | — | 100 | Nontraditional Bonds | USTEX vs CBYYX | |
| DFA California Municipal Real Return Portfolio | 0.02 | 0.17 | 0.21 | 91 | Municipal Bonds | USTEX vs DCARX | |
| DFA Municipal Real Return Portfolio | 0.08 | 0.20 | 0.22 | 94 | Municipal Bonds | USTEX vs DMREX | |
| Victory Global Energy Transition Fund | 0.10 | 0.08 | 0.04 | 96 | Energy Equities | USTEX vs RSNRX | |
| DFA Short Term Municipal Bond Portfolio | 0.14 | 0.25 | 0.32 | 100 | Municipal Bonds | USTEX vs DFSMX |
See all 30 diversifiers for USTEX
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