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
1 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 -0.00, down from 0.45 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| MH Elite Small Cap Fund of Funds Fund | -0.00 | 0.12 | 0.45 | 67 | Diversified Portfolio | VGWLX vs MHELX | |
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.44 | 0.41 | 0.45 | 99 | Diversified Portfolio | VGWLX vs STDAX | |
| Vanguard Short-Term Corporate Bond Index Fund Admi... | 0.46 | 0.42 | 0.38 | 78 | Corporate Bonds | VGWLX vs VSCSX | |
| PGIM Real Assets Fund | 0.50 | 0.67 | 0.70 | 75 | Diversified Portfolio | VGWLX vs PUDZX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 0.50 | 0.64 | 0.67 | 82 | Diversified Portfolio | VGWLX vs FCSRX |
See all 51 diversifiers for VGWLX
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