Looking to diversify beyond VFIIX? The mutual funds below have historically moved differently from VFIIX, 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 VFIIX
5 mutual funds have low correlation with VFIIX (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 0.20, up from -0.27 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... | 0.20 | -0.21 | -0.27 | 99 | Total Bond Market | VFIIX vs JSOSX | |
| Vanguard Equity Income Fund Investor Shares | 0.28 | 0.23 | 0.18 | 86 | Dividend, Large Cap Value Equities | VFIIX vs VEIPX | |
| Vanguard Windsor II Fund Admiral Shares | 0.29 | 0.23 | 0.19 | 81 | Large Cap Value Equities | VFIIX vs VWNAX | |
| Vanguard 500 Index Fund Admiral Shares | 0.30 | 0.23 | 0.20 | 59 | S&P 500, Large Cap Blend Equities | VFIIX vs VFIAX | |
| Schwab S&P 500 Index Fund | 0.30 | 0.22 | 0.19 | 59 | Large Cap Blend Equities, S&P 500 | VFIIX vs SWPPX |
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