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Virtus KAR Small-Mid Cap Core Fund (VKSIX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 4, 2026

Under normal circumstances, the fund invests at least 80% of its assets in common stocks of small and medium market capitalization companies. It pursues long-term capital appreciation in the small and medium market capitalization sectors while seeking to incur less risk than the small- and mid-cap markets. The fund invests in a select group of small and mid-market capitalization companies believed by the subadviser to be undervalued relative to their future growth potential.

Looking to diversify beyond VKSIX? The mutual funds below have the lowest correlation with VKSIX — they tend to move on their own, which can help reduce risk when the rest of your portfolio drops. The stock ideas table highlights individual companies that behave independently from VKSIX.

Best Diversifiers for VKSIX

9 mutual funds have low correlation with VKSIX (below 0.3), 0 of which are negatively correlated. The least correlated is Virtus Duff & Phelps Select MLP and Energy Fund (VLPIX) (Energy Equities) with a 1Y correlation of 0.08, down from 0.44 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
VLPIX
Virtus Duff & Phelps Select MLP and Energy Fund0.080.340.44
51
Energy EquitiesVKSIX vs VLPIX
HXBIX
Virtus Newfleet Tax-Exempt Bond Fund0.120.130.11
70
Municipal BondsVKSIX vs HXBIX
SAMBX
Virtus Seix Floating Rate High Income Fund0.160.260.28
97
Bank LoanVKSIX vs SAMBX
SISIX
Virtus Seix Investment Grade Tax-Exempt Bond Fund0.180.150.12
65
Municipal BondsVKSIX vs SISIX
SFLTX
Virtus Seix High Grade Municipal Bond Fund0.190.150.12
61
Municipal BondsVKSIX vs SFLTX
See all 38 diversifiers for VKSIX

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Low-Correlation Stock Ideas

If you're looking for individual stocks that move independently from VKSIX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to VKSIX and solid risk/return profiles. The least correlated is Apple Inc (AAPL) (Technology) with a 1Y correlation of 0.29, down from 0.52 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankSector
AAPL
Apple Inc0.290.360.52
89
Technology

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