Looking to diversify beyond VIISX? The mutual funds below have historically moved differently from VIISX, 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 VIISX
1 mutual funds have low correlation with VIISX (below 0.3), 0 of which are negatively correlated. The least correlated is The Merger Fund (MERFX) (Event Driven) with a 1Y correlation of 0.27, roughly unchanged from 0.28 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| The Merger Fund | 0.27 | 0.23 | 0.28 | 96 | Event Driven | VIISX vs MERFX | |
| Virtus Duff & Phelps Real Estate Securities Fund | 0.32 | 0.39 | 0.46 | 68 | REIT | VIISX vs PHRAX | |
| Virtus Seix Floating Rate High Income Fund | 0.33 | 0.26 | 0.35 | 98 | Bank Loan | VIISX vs SAMBX | |
| Virtus Newfleet Senior Floating Rate Fund | 0.35 | 0.26 | 0.32 | 92 | Bank Loan | VIISX vs PSFIX | |
| Fidelity Select Semiconductors Portfolio | 0.45 | 0.42 | 0.51 | 80 | Semiconductors, Technology Equities | VIISX vs FSELX |
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