Looking to diversify beyond VCORX? The mutual funds below have historically moved differently from VCORX, 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 VCORX
3 mutual funds have low correlation with VCORX (below 0.3), 0 of which are negatively correlated. The least correlated is Fidelity Conservative Income Bond Institutional Class (FCNVX) (Ultrashort Bond) with a 1Y correlation of 0.14, down from 0.26 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Fidelity Conservative Income Bond Institutional Cl... | 0.14 | 0.25 | 0.26 | 100 | Ultrashort Bond | VCORX vs FCNVX | |
| Fidelity Flex Conservative Income Bond Fund | 0.14 | 0.17 | 0.22 | 100 | Total Bond Market | VCORX vs FJTDX | |
| JPMorgan Strategic Income Opportunities Fund Class... | 0.15 | -0.23 | -0.27 | 99 | Total Bond Market | VCORX vs JSOSX | |
| Vanguard PRIMECAP Core Fund | 0.33 | 0.22 | 0.16 | 92 | Large Cap Blend Equities, Actively Managed | VCORX vs VPCCX | |
| Vanguard Windsor II Fund Investor Shares | 0.37 | 0.24 | 0.16 | 81 | Large Cap Value Equities | VCORX vs VWNFX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for VCORX, 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 NVIDIA Corporation (NVDA) (Technology) with a 1Y correlation of 0.01, roughly unchanged from 0.06 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| NVIDIA Corporation | 0.01 | 0.02 | 0.06 | 56 | Technology | |
| Berkshire Hathaway Inc. | 0.10 | 0.10 | 0.06 | 61 | Financial Services | |
| Intel Corporation | 0.11 | 0.08 | 0.09 | 98 | Technology | |
| Amgen Inc. | 0.17 | 0.23 | 0.18 | 80 | Healthcare | |
| BWX Technologies, Inc. | 0.18 | 0.11 | 0.08 | 53 | Industrials |
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