Looking to diversify beyond VKSFX? The mutual funds below have historically moved differently from VKSFX, 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 VKSFX
2 mutual funds have low correlation with VKSFX (below 0.3), 0 of which are negatively correlated. The least correlated is Virtus Seix Floating Rate High Income Fund (SAMBX) (Bank Loan) with a 1Y correlation of 0.12, down from 0.22 over 3 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Virtus Seix Floating Rate High Income Fund | 0.12 | 0.22 | — | 97 | Bank Loan | VKSFX vs SAMBX | |
| The Merger Fund | 0.27 | 0.30 | — | 97 | Event Driven | VKSFX vs MERFX | |
| Hodges Fund | 0.47 | 0.64 | — | 56 | Mid Cap Blend Equities | VKSFX vs HDPMX | |
| Paradigm Select Fund | 0.48 | 0.68 | — | 91 | Mid Cap Blend Equities | VKSFX vs PFSLX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 0.49 | 0.75 | 0.84 | 64 | Mid Cap Blend Equities | VKSFX vs FZFLX |
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