Looking to diversify beyond VALSX? The mutual funds below have the lowest correlation with VALSX — 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 VALSX.
Best Diversifiers for VALSX
4 mutual funds have low correlation with VALSX (below 0.3), 0 of which are negatively correlated. The least correlated is One Rock Fund (ONERX) (Large Cap Growth Equities) with a 1Y correlation of 0.19, down from 0.61 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| One Rock Fund | 0.19 | 0.46 | 0.61 | 87 | Large Cap Growth Equities | VALSX vs ONERX | |
| Fidelity OTC Portfolio | 0.27 | 0.52 | 0.70 | 92 | Large Cap Growth Equities | VALSX vs FOCPX | |
| Fidelity OTC Portfolio Class K | 0.28 | 0.52 | 0.70 | 92 | Large Cap Growth Equities | VALSX vs FOCKX | |
| Fidelity OTC K6 Portfolio | 0.29 | 0.53 | 0.70 | 84 | Large Cap Growth Equities | VALSX vs FOKFX | |
| Fidelity Growth Company K6 Fund | 0.31 | 0.55 | 0.71 | 82 | Large Cap Growth Equities | VALSX vs FGKFX |
See all 25 diversifiers for VALSX
To view more results, upgrade your current subscription plan.
Diversification Analysis
Build a portfolio that complements VALSX
Add VALSX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with VALSX