Looking to diversify beyond VAFIX? The mutual funds below have the lowest correlation with VAFIX — 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 VAFIX.
Best Diversifiers for VAFIX
0 mutual funds have low correlation with VAFIX (below 0.3), 0 of which are negatively correlated. The least correlated is Invesco Comstock Fund (ACSTX) (Large Cap Value Equities) with a 1Y correlation of 0.41, down from 0.62 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Invesco Comstock Fund | 0.41 | 0.50 | 0.62 | 68 | Large Cap Value Equities | VAFIX vs ACSTX | |
| Baron Partners Fund | 0.44 | 0.56 | 0.67 | 67 | Large Cap Growth Equities | VAFIX vs BPTRX | |
| Invesco Equity and Income Fund | 0.55 | 0.60 | 0.70 | 66 | Diversified Portfolio | VAFIX vs ACEIX | |
| Davis New York Venture Fund Class Y | 0.57 | 0.66 | 0.75 | 81 | Large Cap Growth Equities | VAFIX vs DNVYX | |
| ICON Equity Fund | 0.64 | 0.59 | 0.71 | 75 | Large Cap Growth Equities | VAFIX vs IOLZX |
To view more results, upgrade your current subscription plan.
Low-Correlation Stock Ideas
If you're looking for individual stocks that move independently from VAFIX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to VAFIX and solid risk/return profiles. The least correlated is Berkshire Hathaway Inc. (BRK-B) (Financial Services) with a 1Y correlation of -0.13, down from 0.33 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc. | -0.13 | 0.13 | 0.33 | 53 | Financial Services |
Build a portfolio that complements VAFIX
Add VAFIX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with VAFIX