Looking to diversify beyond VISAX? The mutual funds below have historically moved differently from VISAX, 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 VISAX
2 mutual funds have low correlation with VISAX (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 | 97 | Event Driven | VISAX vs MERFX | |
| Virtus Duff & Phelps Real Estate Securities Fund | 0.30 | 0.38 | 0.46 | 66 | REIT | VISAX vs PHRAX | |
| Virtus AlphaSimplex Managed Futures Strategy Fund ... | 0.32 | 0.26 | 0.06 | 67 | Systematic Trend | VISAX vs ASFYX | |
| Virtus Seix Floating Rate High Income Fund | 0.33 | 0.26 | 0.35 | 97 | Bank Loan | VISAX vs SAMBX | |
| AMG Yacktman Special Opportunities Fund | 0.47 | 0.56 | 0.65 | 50 | Foreign Small & Mid Cap Equities | VISAX vs YASLX |
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