Looking to diversify beyond VLPIX? The mutual funds below have the lowest correlation with VLPIX — 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 VLPIX.
Best Diversifiers for VLPIX
5 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 -0.08, down from 0.22 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Virtus Seix Floating Rate High Income Fund | -0.08 | 0.11 | 0.22 | 97 | Bank Loan | VLPIX vs SAMBX | |
| The Merger Fund | 0.04 | 0.19 | 0.24 | 97 | Event Driven | VLPIX vs MERFX | |
| Delaware Ivy Energy Fund | 0.25 | 0.49 | 0.70 | 88 | Energy Equities | VLPIX vs IEYYX | |
| Victory Global Energy Transition Fund Class Y | 0.25 | 0.47 | 0.63 | 95 | Energy Equities | VLPIX vs RSNYX | |
| Victory Global Energy Transition Fund | 0.27 | 0.47 | 0.63 | 94 | Energy Equities | VLPIX vs RSNRX |
To view more results, upgrade your current subscription plan.
Low-Correlation Stock Ideas
If you're looking for individual stocks that move independently from VLPIX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to VLPIX and solid risk/return profiles. The least correlated is Berkshire Hathaway Inc. (BRK-B) (Financial Services) with a 1Y correlation of 0.11, down from 0.43 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc. | 0.11 | 0.29 | 0.43 | 53 | Financial Services |
Build a portfolio that complements VLPIX
Add VLPIX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with VLPIX