Looking to diversify beyond VLGSX? The mutual funds below have historically moved differently from VLGSX, 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 VLGSX
7 mutual funds have low correlation with VLGSX (below 0.3), 1 of which are negatively correlated. The least correlated is GMO U.S. Treasury Fund (GUSTX) (Government Bonds) with a 1Y correlation of -0.03, roughly unchanged from 0.01 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| GMO U.S. Treasury Fund | -0.03 | 0.01 | 0.01 | 99 | Government Bonds | VLGSX vs GUSTX | |
| Federated Hermes Adjustable Rate Fund | 0.15 | 0.43 | 0.42 | 99 | Government Bonds | VLGSX vs FEUGX | |
| Vanguard Global Capital Cycles Fund | 0.22 | 0.19 | 0.11 | 95 | Global Equities | VLGSX vs VGPMX | |
| Vanguard 500 Index Fund Admiral Shares | 0.25 | 0.17 | 0.08 | 63 | S&P 500, Large Cap Blend Equities | VLGSX vs VFIAX | |
| Schwab S&P 500 Index Fund | 0.25 | 0.17 | 0.08 | 63 | Large Cap Blend Equities, S&P 500 | VLGSX vs SWPPX |
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