Looking to diversify beyond VALIX? The mutual funds below have historically moved differently from VALIX, 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 VALIX
14 mutual funds have low correlation with VALIX (below 0.3), 2 of which are negatively correlated. The least correlated is SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund (SIFAX) (Diversified Portfolio) with a 1Y correlation of -0.32, down from -0.03 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | -0.32 | -0.16 | -0.03 | 83 | Diversified Portfolio | VALIX vs SIFAX | |
| MH Elite Small Cap Fund of Funds Fund | -0.00 | 0.11 | 0.48 | 68 | Diversified Portfolio | VALIX vs MHELX | |
| DWS RREEF Real Assets Fund - Class A | 0.14 | 0.37 | 0.49 | 74 | Diversified Portfolio | VALIX vs AAAAX | |
| Concorde Wealth Management Fund | 0.19 | 0.43 | 0.58 | 84 | Diversified Portfolio | VALIX vs CONWX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 0.19 | 0.38 | 0.46 | 88 | Diversified Portfolio | VALIX vs FCSRX |
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