Looking to diversify beyond VGWIX? The mutual funds below have the lowest correlation with VGWIX — they tend to move on their own, which can help reduce risk when the rest of your portfolio drops. The stock ideas table highlights individual companies that behave independently from VGWIX.
Best Diversifiers for VGWIX
2 mutual funds have low correlation with VGWIX (below 0.3), 0 of which are negatively correlated. The least correlated is MH Elite Small Cap Fund of Funds Fund (MHELX) (Diversified Portfolio) with a 1Y correlation of 0.01, down from 0.36 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| MH Elite Small Cap Fund of Funds Fund | 0.01 | 0.13 | 0.36 | 63 | Diversified Portfolio | VGWIX vs MHELX | |
| SEI Institutional Managed Trust Multi-Asset Inflat... | 0.09 | 0.25 | 0.31 | 76 | Diversified Portfolio | VGWIX vs SIFAX | |
| Vanguard Information Technology Index Fund Admiral... | 0.32 | 0.40 | 0.49 | 79 | Technology Equities | VGWIX vs VITAX | |
| Standpoint Multi-Asset Fund Institutional | 0.41 | 0.40 | 0.38 | 76 | Diversified Portfolio | VGWIX vs BLNDX | |
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.47 | 0.42 | 0.48 | 99 | Diversified Portfolio | VGWIX vs STDAX |
See all 45 diversifiers for VGWIX
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