Looking to diversify beyond VIMSX? The mutual funds below have historically moved differently from VIMSX, 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 VIMSX
0 mutual funds have low correlation with VIMSX (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 0.71, down from 0.82 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Victory RS Investors Fund | 0.71 | 0.79 | 0.82 | 75 | Mid Cap Blend Equities | VIMSX vs RSINX | |
| Tarkio Fund | 0.72 | 0.78 | 0.84 | 53 | Mid Cap Blend Equities | VIMSX vs TARKX | |
| PRIMECAP Odyssey Aggressive Growth Fund | 0.73 | 0.79 | 0.84 | 75 | Mid Cap Growth Equities | VIMSX vs POAGX | |
| Vanguard Total International Stock Index Fund Admi... | 0.73 | 0.73 | 0.77 | 70 | Foreign Large Cap Equities | VIMSX vs VTIAX | |
| 13D Activist Fund | 0.73 | 0.81 | 0.85 | 82 | Mid Cap Blend Equities | VIMSX vs DDDIX |
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