Looking to diversify beyond VFINX? The mutual funds below have the lowest correlation with VFINX — 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 VFINX.
Best Diversifiers for VFINX
10 mutual funds have low correlation with VFINX (below 0.3), 3 of which are negatively correlated. The least correlated is Fidelity SAI Inflation-Focused (FIFGX) (Commodities) with a 1Y correlation of -0.16, down from 0.14 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Fidelity SAI Inflation-Focused | -0.16 | 0.02 | 0.14 | 54 | Commodities | VFINX vs FIFGX | |
| Fidelity Select Energy Portfolio | -0.05 | 0.20 | 0.33 | 63 | Energy Equities | VFINX vs FSENX | |
| Credit Suisse Trust Commodity Return Strategy Port... | -0.05 | 0.05 | 0.14 | 50 | Commodities | VFINX vs CCRSX | |
| Rydex Energy Fund | 0.05 | 0.28 | 0.41 | 53 | Energy Equities | VFINX vs RYEIX | |
| Vanguard Short-Term Inflation-Protected Securities... | 0.06 | 0.10 | 0.15 | 91 | Inflation-Protected Bonds | VFINX vs VTAPX |
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Low-Correlation Stock Ideas
If you're looking for individual stocks that move independently from VFINX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to VFINX and solid risk/return profiles. The least correlated is Altria Group, Inc. (MO) (Consumer Defensive) with a 1Y correlation of -0.22, down from 0.12 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Altria Group, Inc. | -0.22 | -0.02 | 0.12 | 79 | Consumer Defensive | |
| Duke Energy Corporation | -0.21 | -0.02 | 0.13 | 63 | Utilities | |
| Waste Management, Inc. | -0.19 | 0.10 | 0.27 | 51 | Industrials | |
| The Coca-Cola Company | -0.18 | 0.04 | 0.23 | 82 | Consumer Defensive | |
| Chevron Corporation | -0.18 | 0.07 | 0.23 | 67 | Energy |
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