Looking to diversify beyond VEXPX? The mutual funds below have historically moved differently from VEXPX, 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 VEXPX
0 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 0.44, down from 0.80 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Federated Hermes MDT Small Cap Growth Fund | 0.44 | 0.64 | 0.80 | 71 | Small Cap Growth Equities | VEXPX vs QISGX | |
| Vanguard Equity Income Fund Admiral Shares | 0.64 | 0.75 | 0.76 | 84 | Dividend, Large Cap Value Equities | VEXPX vs VEIRX | |
| Davis New York Venture Fund | 0.69 | 0.77 | 0.81 | 90 | Large Cap Blend Equities | VEXPX vs NYVTX | |
| Vanguard Selected Value Fund | 0.69 | 0.81 | 0.85 | 67 | Mid-Cap Value | VEXPX vs VASVX | |
| Vanguard Total International Stock Index Fund Admi... | 0.76 | 0.73 | 0.75 | 72 | Foreign Large Cap Equities | VEXPX vs VTIAX |
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