Looking to diversify beyond VIIGX? The mutual funds below have historically moved differently from VIIGX, 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 VIIGX
8 mutual funds have low correlation with VIIGX (below 0.3), 2 of which are negatively correlated. The least correlated is Credit Suisse Trust Commodity Return Strategy Portfolio (CCRSX) (Commodities) with a 1Y correlation of -0.28, down from -0.05 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Credit Suisse Trust Commodity Return Strategy Port... | -0.28 | -0.11 | -0.05 | 71 | Commodities | VIIGX vs CCRSX | |
| AlphaSimplex Managed Futures Strategy Fund Class A | -0.08 | -0.17 | -0.37 | 61 | Systematic Trend | VIIGX vs AMFAX | |
| GMO U.S. Treasury Fund | 0.09 | 0.08 | 0.06 | 99 | Government Bonds | VIIGX vs GUSTX | |
| Federated Hermes Adjustable Rate Fund | 0.20 | 0.46 | 0.46 | 99 | Government Bonds | VIIGX vs FEUGX | |
| Vanguard 500 Index Fund Investor Shares | 0.24 | 0.14 | 0.09 | 75 | Large Cap Blend Equities | VIIGX vs VFINX |
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