Looking to diversify beyond USTEX? The mutual funds below have the lowest correlation with USTEX — 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 USTEX.
Best Diversifiers for USTEX
18 mutual funds have low correlation with USTEX (below 0.3), 2 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.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA California Municipal Real Return Portfolio | -0.01 | 0.19 | 0.20 | 95 | Municipal Bonds | USTEX vs DCARX | |
| Victory Pioneer Cat Bond Fund Class Y | -0.01 | — | — | 100 | Nontraditional Bonds | USTEX vs CBYYX | |
| DFA Municipal Real Return Portfolio | 0.05 | 0.21 | 0.21 | 94 | Municipal Bonds | USTEX vs DMREX | |
| Victory Global Energy Transition Fund | 0.08 | 0.08 | 0.04 | 95 | Energy Equities | USTEX vs RSNRX | |
| DFA Short Term Municipal Bond Portfolio | 0.10 | 0.24 | 0.32 | 99 | Municipal Bonds | USTEX vs DFSMX |
See all 31 diversifiers for USTEX
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