Looking to diversify beyond VBCVX? The mutual funds below have historically moved differently from VBCVX, 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 VBCVX
2 mutual funds have low correlation with VBCVX (below 0.3), 0 of which are negatively correlated. The least correlated is GQG Partners US Quality Dividend Income Fund (GQHPX) (Quality Factor) with a 1Y correlation of 0.18, down from 0.67 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| GQG Partners US Quality Dividend Income Fund | 0.18 | 0.53 | 0.67 | 62 | Quality Factor, Large Cap Value Equities | VBCVX vs GQHPX | |
| Voya Corporate Leaders Trust Fund | 0.25 | 0.56 | 0.68 | 93 | Large Cap Value Equities | VBCVX vs LEXCX | |
| VALIC Company I Emerging Economies Fund | 0.36 | 0.41 | 0.49 | 51 | Emerging Markets Equities | VBCVX vs VCGEX | |
| Federated Hermes Strategic Value Dividend Fund | 0.38 | 0.58 | 0.71 | 94 | Large Cap Value Equities | VBCVX vs SVAIX | |
| AMG Yacktman Focused Fund | 0.44 | 0.64 | 0.76 | 89 | Large Cap Value Equities | VBCVX vs YAFFX |
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