Looking to diversify beyond VEXPX? The mutual funds below have the lowest correlation with VEXPX — 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 VEXPX.
Best Diversifiers for VEXPX
1 mutual funds have low correlation with VEXPX (below 0.3), 0 of which are negatively correlated. The least correlated is Federated Hermes MDT Small Cap Growth Fund (QISGX) (Small Cap Growth Equities) with a 1Y correlation of 0.29, down from 0.80 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Federated Hermes MDT Small Cap Growth Fund | 0.29 | 0.64 | 0.80 | 66 | Small Cap Growth Equities | VEXPX vs QISGX | |
| Vanguard Total International Stock Index Fund Admi... | 0.71 | 0.72 | 0.75 | 58 | Large Cap Blend Equities, Foreign Large Cap Equities | VEXPX vs VTIAX | |
| Vanguard Information Technology Index Fund Admiral... | 0.71 | 0.71 | 0.78 | 81 | Technology Equities | VEXPX vs VITAX | |
| Vanguard Equity Income Fund Admiral Shares | 0.73 | 0.77 | 0.77 | 67 | Large Cap Value Equities | VEXPX vs VEIRX | |
| Davis New York Venture Fund | 0.73 | 0.78 | 0.81 | 82 | Large Cap Blend Equities | VEXPX vs NYVTX |
See all 27 diversifiers for VEXPX
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