Looking to diversify beyond VIEIX? The mutual funds below have historically moved differently from VIEIX, 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 VIEIX
0 mutual funds have low correlation with VIEIX (below 0.3), 0 of which are negatively correlated. The least correlated is Victory RS Investors Fund (RSINX) (Mid Cap Blend Equities) with a 1Y correlation of 0.65, down from 0.77 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Victory RS Investors Fund | 0.65 | 0.73 | 0.77 | 75 | Mid Cap Blend Equities | VIEIX vs RSINX | |
| American Funds Capital Income Builder Class A | 0.67 | 0.74 | 0.76 | 87 | Diversified Portfolio | VIEIX vs CAIBX | |
| Dodge & Cox International Stock Fund | 0.70 | 0.67 | 0.71 | 82 | Foreign Large Cap Equities, Large Cap Value Equities, Actively Managed | VIEIX vs DODFX | |
| Fidelity International Index Fund | 0.72 | 0.69 | 0.72 | 64 | Foreign Large Cap Equities | VIEIX vs FSPSX | |
| Gabelli Value 25 Fund | 0.72 | 0.78 | 0.83 | 78 | Mid Cap Blend Equities | VIEIX vs GABVX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for VIEIX, 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 0.02, down from 0.32 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Realty Income Corporation | 0.02 | 0.20 | 0.32 | 74 | Real Estate |
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