Looking to diversify beyond VGRIX? The mutual funds below have historically moved differently from VGRIX, 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 VGRIX
2 mutual funds have low correlation with VGRIX (below 0.3), 0 of which are negatively correlated. The least correlated is GQG Partners US Quality Dividend Income Fund (GQHPX) (Quality Factor) with a 1Y correlation of 0.24, down from 0.70 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| GQG Partners US Quality Dividend Income Fund | 0.24 | 0.57 | 0.70 | 62 | Quality Factor, Large Cap Value Equities | VGRIX vs GQHPX | |
| JPMorgan Income Fund Class I | 0.26 | 0.22 | 0.26 | 87 | Multisector Bonds, Investment Grade Bonds, High Yield Bonds, Actively Managed | VGRIX vs JMSIX | |
| Voya Corporate Leaders Trust Fund | 0.31 | 0.59 | 0.71 | 93 | Large Cap Value Equities | VGRIX vs LEXCX | |
| AMG Yacktman Focused Fund | 0.39 | 0.63 | 0.76 | 89 | Large Cap Value Equities | VGRIX vs YAFFX | |
| Federated Hermes Strategic Value Dividend Fund | 0.46 | 0.60 | 0.72 | 94 | Large Cap Value Equities | VGRIX vs SVAIX |
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