Looking to diversify beyond VBAIX? The mutual funds below have the lowest correlation with VBAIX — 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 VBAIX.
Best Diversifiers for VBAIX
6 mutual funds have low correlation with VBAIX (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 -0.23, down from 0.10 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | -0.23 | -0.02 | 0.10 | 73 | Diversified Portfolio | VBAIX vs SIFAX | |
| MH Elite Small Cap Fund of Funds Fund | 0.07 | 0.18 | 0.51 | 64 | Diversified Portfolio | VBAIX vs MHELX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 0.29 | 0.52 | 0.58 | 96 | Diversified Portfolio | VBAIX vs FSIRX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 0.29 | 0.52 | 0.58 | 95 | Diversified Portfolio | VBAIX vs FCSRX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 0.30 | 0.52 | 0.58 | 96 | Diversified Portfolio | VBAIX vs FIQDX |
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