Looking to diversify beyond VGWLX? The mutual funds below have the lowest correlation with VGWLX — 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 VGWLX.
Best Diversifiers for VGWLX
3 mutual funds have low correlation with VGWLX (below 0.3), 1 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 -0.04, down from 0.44 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| MH Elite Small Cap Fund of Funds Fund | -0.04 | 0.11 | 0.44 | 67 | Diversified Portfolio | VGWLX vs MHELX | |
| SEI Institutional Managed Trust Multi-Asset Inflat... | 0.02 | 0.18 | 0.25 | 60 | Diversified Portfolio | VGWLX vs SIFAX | |
| LoCorr Macro Strategies Fund Class I | 0.25 | 0.03 | -0.09 | 84 | Global Allocation | VGWLX vs LFMIX | |
| MH Elite Select Portfolio of Funds Fund | 0.35 | 0.37 | 0.59 | 51 | Global Allocation | VGWLX vs MHESX | |
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.42 | 0.40 | 0.44 | 99 | Diversified Portfolio | VGWLX vs STDAX |
See all 75 diversifiers for VGWLX
To view more results, upgrade your current subscription plan.
Diversification Analysis
Build a portfolio that complements VGWLX
Add VGWLX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with VGWLX