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Looking to diversify beyond VGSTX? The mutual funds below have historically moved differently from VGSTX, 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 VGSTX

3 mutual funds have low correlation with VGSTX (below 0.3), 1 of which are negatively correlated. The least correlated is SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund (SIFAX) (Diversified Portfolio) with a 1Y correlation of -0.22, down from 0.08 over 5 years.

How candidates are selected

Low-Correlation Stock Ideas

The table shows companies with at least $1B in market capitalization, historical correlation data for VGSTX, and a Risk / Return Rank of 50 or higher. Treat them as research candidates rather than evidence that they will offset a future decline. The least correlated is Realty Income Corporation (O) (Real Estate) with a 1Y correlation of 0.04, down from 0.31 over 5 years.

How candidates are selected

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankSector
Realty Income Corporation0.040.200.31
77
Real Estate
Baidu, Inc.0.370.400.47
61
Communication Services
Nokia Corporation0.380.420.55
89
Technology
Apple Inc0.400.420.54
89
Technology
Semtech Corporation0.540.540.59
88
Technology

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