Looking to diversify beyond VGSBX? The mutual funds below have historically moved differently from VGSBX, 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 VGSBX
6 mutual funds have low correlation with VGSBX (below 0.3), 1 of which are negatively correlated. The least correlated is Voya Corporate Leaders Trust Fund (LEXCX) (Large Cap Value Equities) with a 1Y correlation of -0.09, down from 0.01 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Voya Corporate Leaders Trust Fund | -0.09 | 0.05 | 0.01 | 94 | Large Cap Value Equities | VGSBX vs LEXCX | |
| Holbrook Income Fund Class I | 0.20 | 0.27 | 0.33 | 98 | Intermediate Core-Plus Bond | VGSBX vs HOBIX | |
| Voya Russell Large Cap Value Index Portfolio | 0.23 | 0.18 | 0.11 | 97 | Large Cap Value Equities | VGSBX vs IRVIX | |
| Voya International High Dividend Low Volatility Po... | 0.26 | 0.30 | 0.21 | 88 | Foreign Large Cap Equities, Low Volatility | VGSBX vs IFTIX | |
| Voya Mid Cap Research Enhanced Index Fund | 0.28 | 0.21 | 0.13 | 54 | Mid Cap Blend Equities | VGSBX vs VYMSX |
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