Looking to diversify beyond VIISX? The mutual funds below have the lowest correlation with VIISX — 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 VIISX.
Best Diversifiers for VIISX
2 mutual funds have low correlation with VIISX (below 0.3), 0 of which are negatively correlated. The least correlated is Virtus Stone Harbor Emerging Markets Income Fund (EDF) (Emerging Markets Bonds) with a 1Y correlation of 0.19, roughly unchanged from 0.28 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Virtus Stone Harbor Emerging Markets Income Fund | 0.19 | 0.20 | 0.28 | 61 | Emerging Markets Bonds | VIISX vs EDF | |
| The Merger Fund | 0.27 | 0.24 | 0.28 | 97 | Event Driven | VIISX vs MERFX | |
| Virtus Seix Floating Rate High Income Fund | 0.32 | 0.26 | 0.35 | 97 | Bank Loan | VIISX vs SAMBX | |
| Virtus Newfleet Senior Floating Rate Fund | 0.34 | 0.27 | 0.32 | 88 | Bank Loan | VIISX vs PSFIX | |
| Virtus Westchester Credit Event Fund | 0.40 | 0.40 | 0.52 | 57 | Event Driven | VIISX vs WCFRX |
See all 13 diversifiers for VIISX
To view more results, upgrade your current subscription plan.
Diversification Analysis
Build a portfolio that complements VIISX
Add VIISX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with VIISX