Looking to diversify beyond VANTX? The mutual funds below have historically moved differently from VANTX, 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 VANTX
15 mutual funds have low correlation with VANTX (below 0.3), 1 of which are negatively correlated. The least correlated is DFA California Municipal Real Return Portfolio (DCARX) (Municipal Bonds) with a 1Y correlation of -0.00, down from 0.23 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA California Municipal Real Return Portfolio | -0.00 | 0.16 | 0.23 | 91 | Municipal Bonds | VANTX vs DCARX | |
| DFA Municipal Real Return Portfolio | 0.02 | 0.21 | 0.26 | 94 | Municipal Bonds | VANTX vs DMREX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | 0.08 | 0.12 | 0.11 | 99 | Municipal Bonds | VANTX vs TFCYX | |
| abrdn Ultra Short Municipal Income Fund | 0.10 | 0.12 | 0.13 | 100 | Municipal Bonds | VANTX vs ATOIX | |
| Federated Hermes Conservative Municipal Microshort... | 0.13 | 0.11 | 0.09 | 99 | Municipal Bonds | VANTX vs FHMIX |
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