Looking to diversify beyond VFIIX? The mutual funds below have the lowest correlation with VFIIX — 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 VFIIX.
Best Diversifiers for VFIIX
8 mutual funds have low correlation with VFIIX (below 0.3), 0 of which are negatively correlated. The least correlated is Vanguard Information Technology Index Fund Admiral Shares (VITAX) (Technology Equities) with a 1Y correlation of 0.15, roughly unchanged from 0.15 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Vanguard Information Technology Index Fund Admiral... | 0.15 | 0.14 | 0.15 | 55 | Technology Equities | VFIIX vs VITAX | |
| JPMorgan Strategic Income Opportunities Fund Class... | 0.18 | -0.23 | -0.28 | 99 | Total Bond Market | VFIIX vs JSOSX | |
| Fidelity Flex Conservative Income Bond Fund | 0.27 | 0.28 | 0.29 | 100 | Total Bond Market | VFIIX vs FJTDX | |
| Vanguard Equity Income Fund Investor Shares | 0.28 | 0.23 | 0.18 | 70 | Large Cap Value Equities | VFIIX vs VEIPX | |
| Vanguard Windsor II Fund Admiral Shares | 0.28 | 0.24 | 0.18 | 65 | Large Cap Value Equities | VFIIX vs VWNAX |
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