Looking to diversify beyond VGISX? The mutual funds below have historically moved differently from VGISX, 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 VGISX
4 mutual funds have low correlation with VGISX (below 0.3), 1 of which are negatively correlated. The least correlated is TIAA Real Estate Account (QREARX) (REIT) with a 1Y correlation of -0.25, roughly unchanged from -0.17 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| TIAA Real Estate Account | -0.25 | -0.17 | -0.17 | 99 | REIT | VGISX vs QREARX | |
| Redwood Real Estate Income Fund | 0.01 | — | — | 100 | REIT | VGISX vs CREMX | |
| Virtus Seix Floating Rate High Income Fund | 0.11 | 0.20 | 0.26 | 98 | Bank Loan | VGISX vs SAMBX | |
| Virtus AlphaSimplex Managed Futures Strategy Fund ... | 0.13 | 0.09 | -0.04 | 66 | Systematic Trend | VGISX vs ASFYX | |
| The Merger Fund | 0.32 | 0.23 | 0.29 | 96 | Event Driven | VGISX vs MERFX |
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