Looking to diversify beyond VLSMX? The mutual funds below have the lowest correlation with VLSMX — 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 VLSMX.
Best Diversifiers for VLSMX
2 mutual funds have low correlation with VLSMX (below 0.3), 1 of which are negatively correlated. The least correlated is SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund (SIFAX) (Diversified Portfolio) with a 1Y correlation of -0.21, down from 0.14 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | -0.21 | 0.02 | 0.14 | 76 | Diversified Portfolio | VLSMX vs SIFAX | |
| MH Elite Small Cap Fund of Funds Fund | 0.07 | 0.21 | 0.51 | 63 | Diversified Portfolio | VLSMX vs MHELX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 0.32 | 0.56 | — | 96 | Diversified Portfolio | VLSMX vs FIQDX | |
| Fidelity Strategic Real Return Fund | 0.32 | 0.58 | 0.63 | 96 | Diversified Portfolio | VLSMX vs FSRRX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 0.33 | 0.57 | 0.63 | 95 | Diversified Portfolio | VLSMX vs FCSRX |
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