Looking to diversify beyond VLIFX? The mutual funds below have historically moved differently from VLIFX, 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 VLIFX
0 mutual funds have low correlation with VLIFX (below 0.3), 0 of which are negatively correlated. The least correlated is Fidelity Select Tech Hardware Portfolio (FDCPX) (Technology Equities) with a 1Y correlation of 0.39, down from 0.68 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Fidelity Select Tech Hardware Portfolio | 0.39 | 0.57 | 0.68 | 94 | Technology Equities | VLIFX vs FDCPX | |
| PRIMECAP Odyssey Aggressive Growth Fund | 0.50 | 0.64 | 0.73 | 78 | Mid Cap Growth Equities | VLIFX vs POAGX | |
| Needham Growth Fund Institutional Class | 0.50 | 0.61 | 0.71 | 53 | Mid Cap Growth Equities | VLIFX vs NEEIX | |
| Needham Growth Fund | 0.52 | 0.62 | 0.71 | 57 | Mid Cap Growth Equities | VLIFX vs NEEGX | |
| Timothy Plan Aggressive Growth Fund | 0.52 | 0.69 | 0.78 | 66 | Mid Cap Growth Equities | VLIFX vs TAAGX |
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