Looking to diversify beyond VLPIX? The mutual funds below have historically moved differently from VLPIX, 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 VLPIX
8 mutual funds have low correlation with VLPIX (below 0.3), 1 of which are negatively correlated. The least correlated is Virtus Seix Floating Rate High Income Fund (SAMBX) (Bank Loan) with a 1Y correlation of -0.10, down from 0.22 over 5 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 | -0.10 | 0.10 | 0.22 | 98 | Bank Loan | VLPIX vs SAMBX | |
| The Merger Fund | 0.03 | 0.19 | 0.25 | 96 | Event Driven | VLPIX vs MERFX | |
| U.S. Global Investors Global Resources Fund | 0.16 | 0.41 | 0.59 | 53 | Energy Equities | VLPIX vs PSPFX | |
| Victory Global Energy Transition Fund Class Y | 0.24 | 0.46 | 0.61 | 96 | Energy Equities | VLPIX vs RSNYX | |
| Victory Global Energy Transition Fund | 0.24 | 0.46 | 0.62 | 96 | Energy Equities | VLPIX vs RSNRX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for VLPIX, 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 0.12, down from 0.42 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc. | 0.12 | 0.29 | 0.43 | 61 | Financial Services |
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