PortfoliosLab logoPortfoliosLab logo

Looking to diversify beyond VAGVX? The mutual funds below have historically moved differently from VAGVX, 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 VAGVX

0 mutual funds have low correlation with VAGVX (below 0.3), 0 of which are negatively correlated. The least correlated is Federated Hermes International Strategic Value Dividend Fund (IVFIX) (Foreign Large Cap Equities) with a 1Y correlation of 0.39, roughly unchanged from 0.49 over 3 years.

How candidates are selected

Low-Correlation Stock Ideas

The table shows companies with at least $1B in market capitalization, historical correlation data for VAGVX, and a Risk / Return Rank of 50 or higher. Treat them as research candidates rather than evidence that they will offset a future decline. The least correlated is Apple Inc (AAPL) (Technology) with a 1Y correlation of 0.39, roughly unchanged from 0.42 over 3 years.

How candidates are selected

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankSector
Apple Inc0.390.42
89
Technology
Alphabet Inc. Class A0.540.45
95
Communication Services

Rows per page

1–2 of 2

Diversification Analysis

Build a portfolio that complements VAGVX

Add VAGVX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.

Analyze a portfolio with VAGVX