Looking to diversify beyond VALLX? The mutual funds below have historically moved differently from VALLX, 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 VALLX
0 mutual funds have low correlation with VALLX (below 0.3), 0 of which are negatively correlated. The least correlated is Davis New York Venture Fund Class Y (DNVYX) (Large Cap Growth Equities) with a 1Y correlation of 0.54, down from 0.73 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 0.54 | 0.66 | 0.73 | 90 | Large Cap Growth Equities | VALLX vs DNVYX | |
| ICON Equity Fund | 0.56 | 0.58 | 0.68 | 80 | Large Cap Growth Equities | VALLX vs IOLZX | |
| American Growth Fund Series One | 0.59 | 0.68 | 0.74 | 56 | Large Cap Growth Equities | VALLX vs AMRGX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 0.64 | 0.61 | 0.66 | 76 | Foreign Large Cap Equities | VALLX vs VTMGX | |
| Adams Diversified Equity Fund, Inc. | 0.68 | 0.75 | 0.80 | 83 | Large Cap Blend Equities | VALLX vs ADX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for VALLX, 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 Vicor Corporation (VICR) (Technology) with a 1Y correlation of 0.41, down from 0.56 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Vicor Corporation | 0.41 | 0.49 | 0.56 | 97 | Technology |
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