Looking to diversify beyond VKSIX? The mutual funds below have historically moved differently from VKSIX, 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 VKSIX
7 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 0.01, down from 0.42 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Virtus Duff & Phelps Select MLP and Energy Fund | 0.01 | 0.30 | 0.42 | 83 | Energy Equities | VKSIX vs VLPIX | |
| Virtus Seix Floating Rate High Income Fund | 0.18 | 0.24 | 0.28 | 97 | Bank Loan | VKSIX vs SAMBX | |
| Virtus Newfleet Senior Floating Rate Fund | 0.25 | 0.26 | 0.26 | 87 | Bank Loan | VKSIX vs PSFIX | |
| Virtus Seix U.S. Government Securities Ultra-Short... | 0.26 | 0.12 | 0.12 | 98 | Ultrashort Bond | VKSIX vs SIGVX | |
| Virtus Newfleet Multi-Sector Short Term Bond Fund | 0.28 | 0.22 | 0.20 | 73 | Short-Term Bond | VKSIX vs NARAX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for VKSIX, and a Risk / Return Rank of 50 or higher. Treat them as research candidates rather than evidence that they will offset a future decline. The least correlated is Berkshire Hathaway Inc. (BRK-B) (Financial Services) with a 1Y correlation of 0.25, down from 0.51 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc. | 0.25 | 0.41 | 0.51 | 61 | Financial Services | |
| Apple Inc | 0.30 | 0.37 | 0.52 | 90 | Technology |
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