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
8 mutual funds have low correlation with VALIX (below 0.3), 0 of which are negatively correlated. The least correlated is MH Elite Small Cap Fund of Funds Fund (MHELX) (Diversified Portfolio) with a 1Y correlation of 0.03, down from 0.50 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| MH Elite Small Cap Fund of Funds Fund | 0.03 | 0.15 | 0.50 | 70 | Diversified Portfolio | VALIX vs MHELX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 0.18 | 0.40 | 0.47 | 82 | Diversified Portfolio | VALIX vs FCSRX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 0.18 | 0.40 | 0.47 | 86 | Diversified Portfolio | VALIX vs FSIRX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 0.19 | 0.40 | 0.47 | 88 | Diversified Portfolio | VALIX vs FIQDX | |
| Fidelity Strategic Real Return Fund | 0.20 | 0.41 | 0.48 | 87 | Diversified Portfolio | VALIX vs FSRRX |
See all 32 diversifiers for VALIX
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