Looking to diversify beyond VASIX? The mutual funds below have the lowest correlation with VASIX — 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 VASIX.
Best Diversifiers for VASIX
2 mutual funds have low correlation with VASIX (below 0.3), 1 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 -0.13, down from 0.15 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | -0.13 | 0.09 | 0.15 | 73 | Diversified Portfolio | VASIX vs SIFAX | |
| MH Elite Small Cap Fund of Funds Fund | 0.07 | 0.14 | 0.30 | 64 | Diversified Portfolio | VASIX vs MHELX | |
| Concorde Wealth Management Fund | 0.32 | 0.41 | 0.44 | 71 | Diversified Portfolio | VASIX vs CONWX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 0.35 | 0.52 | 0.52 | 96 | Diversified Portfolio | VASIX vs FSIRX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 0.36 | 0.52 | 0.52 | 95 | Diversified Portfolio | VASIX vs FCSRX |
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