Looking to diversify beyond VALIX? The mutual funds below have the lowest correlation with VALIX — 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 VALIX.
Best Diversifiers for VALIX
11 mutual funds have low correlation with VALIX (below 0.3), 1 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 -0.31, down from -0.00 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | -0.31 | -0.12 | -0.00 | 73 | Diversified Portfolio | VALIX vs SIFAX | |
| MH Elite Small Cap Fund of Funds Fund | 0.05 | 0.17 | 0.51 | 64 | Diversified Portfolio | VALIX vs MHELX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 0.14 | 0.40 | 0.47 | 95 | Diversified Portfolio | VALIX vs FCSRX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 0.15 | 0.39 | 0.47 | 96 | Diversified Portfolio | VALIX vs FSIRX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 0.15 | 0.40 | 0.47 | 96 | Diversified Portfolio | VALIX vs FIQDX |
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