Looking to diversify beyond VEMIX? The mutual funds below have historically moved differently from VEMIX, 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 VEMIX
3 mutual funds have low correlation with VEMIX (below 0.3), 0 of which are negatively correlated. The least correlated is Vanguard Short-Term Investment-Grade Fund Institutional Shares (VFSIX) (Total Bond Market) with a 1Y correlation of 0.19, roughly unchanged from 0.12 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Vanguard Short-Term Investment-Grade Fund Institut... | 0.19 | 0.11 | 0.12 | 54 | Total Bond Market | VEMIX vs VFSIX | |
| Goldman Sachs GQG Partners International Opportuni... | 0.23 | 0.51 | 0.61 | 51 | Foreign Large Cap Equities, Emerging Markets Equities | VEMIX vs GSIYX | |
| The Cook & Bynum Fund | 0.28 | 0.38 | 0.46 | 70 | Emerging Markets Equities | VEMIX vs COBYX | |
| Dodge & Cox Stock Fund Class X | 0.32 | 0.44 | 0.52 | 60 | Large Cap Value Equities, Actively Managed | VEMIX vs DOXGX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.36 | 0.43 | 0.50 | 88 | Mid Cap Value Equities | VEMIX vs VMVAX |
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