Looking to diversify beyond VBMPX? The mutual funds below have historically moved differently from VBMPX, 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 VBMPX
5 mutual funds have low correlation with VBMPX (below 0.3), 0 of which are negatively correlated. The least correlated is JPMorgan Strategic Income Opportunities Fund Class I (JSOSX) (Total Bond Market) with a 1Y correlation of 0.21, up from -0.26 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| JPMorgan Strategic Income Opportunities Fund Class... | 0.21 | -0.20 | -0.26 | 99 | Total Bond Market | VBMPX vs JSOSX | |
| TIAA-CREF Emerging Markets Equity Index Fund | 0.21 | 0.12 | 0.08 | 58 | Emerging Markets Equities | VBMPX vs TEQLX | |
| DFA U.S. Small Cap Value Portfolio I | 0.25 | 0.19 | 0.10 | 85 | Small Cap Value Equities | VBMPX vs DFSVX | |
| American Funds New World Fund® Class R-6 | 0.25 | 0.17 | 0.15 | 55 | Emerging Markets Equities | VBMPX vs RNWGX | |
| DFA International Value Portfolio Institutional Cl... | 0.29 | 0.25 | 0.15 | 93 | Foreign Large Cap Equities | VBMPX vs DFIVX |
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