Looking to diversify beyond VASGX? The mutual funds below have historically moved differently from VASGX, 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 VASGX
6 mutual funds have low correlation with VASGX (below 0.3), 2 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 -0.24, down from 0.09 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | -0.24 | -0.05 | 0.09 | 83 | Diversified Portfolio | VASGX vs SIFAX | |
| Fidelity Select Energy Portfolio | -0.07 | 0.21 | 0.34 | 87 | Energy Equities | VASGX vs FSENX | |
| MH Elite Small Cap Fund of Funds Fund | 0.02 | 0.13 | 0.48 | 66 | Diversified Portfolio | VASGX vs MHELX | |
| Vanguard Energy Opportunities Fund Admiral Shares | 0.05 | 0.30 | 0.45 | 91 | Energy Equities | VASGX vs VGELX | |
| Vanguard Short-Term Inflation-Protected Securities... | 0.13 | 0.17 | 0.21 | 91 | Inflation-Protected Bonds | VASGX vs VTAPX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for VASGX, 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 Altria Group, Inc. (MO) (Consumer Defensive) with a 1Y correlation of -0.22, down from 0.13 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Altria Group, Inc. | -0.22 | 0.02 | 0.13 | 66 | Consumer Defensive | |
| Duke Energy Corporation | -0.20 | -0.01 | 0.13 | 56 | Utilities | |
| Occidental Petroleum Corporation | -0.20 | 0.06 | 0.21 | 70 | Energy | |
| Exxon Mobil Corporation | -0.20 | 0.04 | 0.18 | 84 | Energy | |
| ConocoPhillips Company | -0.20 | 0.05 | 0.21 | 72 | Energy |
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