Looking to diversify beyond VFSTX? The mutual funds below have historically moved differently from VFSTX, 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 VFSTX
3 mutual funds have low correlation with VFSTX (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 0.25, up from -0.22 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... | 0.25 | -0.11 | -0.22 | 99 | Total Bond Market | VFSTX vs JSOSX | |
| Vanguard Equity Income Fund Investor Shares | 0.26 | 0.17 | 0.14 | 84 | Dividend, Large Cap Value Equities | VFSTX vs VEIPX | |
| Pacific Funds Floating Rate Income | 0.29 | 0.26 | 0.25 | 89 | Bank Loan | VFSTX vs PLFRX | |
| Vanguard Dividend Appreciation Index Fund Admiral ... | 0.31 | 0.20 | 0.19 | 74 | Dividend, Large Cap Blend Equities | VFSTX vs VDADX | |
| Vanguard Health Care Fund Admiral Shares | 0.31 | 0.24 | 0.23 | 76 | Health & Biotech Equities | VFSTX vs VGHAX |
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