Looking to diversify beyond VFICX? The mutual funds below have historically moved differently from VFICX, 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 VFICX
1 mutual funds have low correlation with VFICX (below 0.3), 0 of which are negatively correlated. The least correlated is JPMorgan Strategic Income Opportunities Fund Class I (JSOSX) (Total Bond Market) with a 1Y correlation of 0.23, up from -0.26 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| JPMorgan Strategic Income Opportunities Fund Class... | 0.23 | -0.17 | -0.26 | 99 | Total Bond Market | VFICX vs JSOSX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | 0.31 | 0.44 | 0.52 | 99 | Total Bond Market | VFICX vs VUBFX | |
| Fidelity Flex Conservative Income Bond Fund | 0.33 | 0.31 | 0.32 | 99 | Total Bond Market | VFICX vs FJTDX | |
| Vanguard Equity Income Fund Investor Shares | 0.33 | 0.26 | 0.19 | 86 | Dividend, Large Cap Value Equities | VFICX vs VEIPX | |
| Fidelity Capital & Income Fund | 0.34 | 0.36 | 0.36 | 67 | High Yield Bonds | VFICX vs FAGIX |
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