Looking to diversify beyond UTBPX? The mutual funds below have the lowest correlation with UTBPX — 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 UTBPX.
Best Diversifiers for UTBPX
1 mutual funds have low correlation with UTBPX (below 0.3), 0 of which are negatively correlated. The least correlated is UBS Emerging Markets Equity Opportunity Fund (EMPTX) (Emerging Markets Diversified) with a 1Y correlation of 0.25, up from 0.15 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| UBS Emerging Markets Equity Opportunity Fund | 0.25 | 0.18 | 0.15 | 93 | Emerging Markets Diversified | UTBPX vs EMPTX | |
| PACE International Emerging Markets Equity Investm... | 0.32 | 0.23 | 0.19 | 90 | Emerging Markets Diversified | UTBPX vs PCEMX | |
| Holbrook Income Fund Class I | 0.33 | 0.31 | 0.36 | 98 | Intermediate Core-Plus Bond | UTBPX vs HOBIX | |
| PACE Large Co Value Equity Investments | 0.39 | 0.28 | 0.21 | 73 | Large Cap Value Equities | UTBPX vs PCLVX | |
| PACE Small/Medium Co Value Equity Investments | 0.43 | 0.30 | 0.21 | 55 | Small Cap Value Equities | UTBPX vs PCSVX |
See all 15 diversifiers for UTBPX
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