Looking to diversify beyond VISTX? The mutual funds below have historically moved differently from VISTX, 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 VISTX
6 mutual funds have low correlation with VISTX (below 0.3), 0 of which are negatively correlated. The least correlated is Leader Short Term High Yield Bond Fund (LCCMX) (Short-Term Bond) with a 1Y correlation of 0.01, down from 0.15 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Leader Short Term High Yield Bond Fund | 0.01 | 0.04 | 0.15 | 77 | Short-Term Bond | VISTX vs LCCMX | |
| GuidePath Absolute Return Allocation Fund | 0.17 | 0.53 | 0.61 | 65 | Short-Term Bond | VISTX vs GPARX | |
| Vanguard 500 Index Fund Admiral Shares | 0.24 | 0.14 | 0.11 | 59 | S&P 500, Large Cap Blend Equities | VISTX vs VFIAX | |
| Vanguard Total Stock Market Index Fund Admiral Sha... | 0.25 | 0.14 | 0.12 | 59 | Large Cap Blend Equities | VISTX vs VTSAX | |
| DFA Two-Year Fixed Income Portfolio | 0.25 | 0.09 | 0.41 | 100 | Short-Term Bond | VISTX vs DFCFX |
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