Looking to diversify beyond VFAIX? The mutual funds below have historically moved differently from VFAIX, 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 VFAIX
48 mutual funds have low correlation with VFAIX (below 0.3), 7 of which are negatively correlated. The least correlated is SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund (SIFAX) (Diversified Portfolio) with a 1Y correlation of -0.11, down from 0.12 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | -0.11 | 0.01 | 0.12 | 83 | Diversified Portfolio | VFAIX vs SIFAX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.08 | -0.02 | 0.01 | 99 | Municipal Bonds | VFAIX vs TFCYX | |
| BlackRock Energy Opportunities Fund | -0.03 | 0.23 | 0.39 | 82 | Energy Equities | VFAIX vs BACIX | |
| BlackRock Energy Opportunities Fund | -0.03 | 0.23 | 0.39 | 81 | Energy Equities | VFAIX vs BACAX | |
| BlackRock Tactical Opportunities Fund Institutiona... | -0.02 | 0.21 | 0.18 | 85 | Tactical Allocation | VFAIX vs PBAIX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for VFAIX, 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 US Foods Holding Corp. (USFD) (Consumer Defensive) with a 1Y correlation of 0.27, down from 0.54 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| US Foods Holding Corp. | 0.27 | 0.43 | 0.54 | 66 | Consumer Defensive |
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