Looking to diversify beyond VMCTX? The mutual funds below have the lowest correlation with VMCTX — 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 VMCTX.
Best Diversifiers for VMCTX
1 mutual funds have low correlation with VMCTX (below 0.3), 0 of which are negatively correlated. The least correlated is Goldman Sachs Strategic Volatility Premium Fund (SVPFX) (Large Cap Blend Equities) with a 1Y correlation of 0.24, up from 0.12 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 0.24 | 0.12 | 0.12 | 73 | Large Cap Blend Equities | VMCTX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 0.47 | 0.32 | 0.41 | 72 | Large Cap Blend Equities | VMCTX vs ORDNX | |
| Vanguard Wellesley Income Fund Investor Shares | 0.54 | 0.56 | 0.62 | 57 | Diversified Portfolio | VMCTX vs VWINX | |
| Rock Oak Core Growth Fund | 0.55 | 0.65 | 0.77 | 56 | Large Cap Blend Equities | VMCTX vs RCKSX | |
| First Eagle Overseas Fund Class I | 0.58 | 0.57 | 0.63 | 57 | Large Cap Blend Equities, Foreign Large Cap Equities | VMCTX vs SGOIX |
See all 44 diversifiers for VMCTX
To view more results, upgrade your current subscription plan.
Diversification Analysis
Build a portfolio that complements VMCTX
Add VMCTX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with VMCTX