Looking to diversify beyond VMCTX? The mutual funds below have historically moved differently from VMCTX, 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 VMCTX
0 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 0.33, up from 0.13 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 0.33 | 0.14 | 0.13 | 97 | Large Cap Blend Equities | VMCTX vs SVPFX | |
| Rock Oak Core Growth Fund | 0.50 | 0.64 | 0.76 | 89 | Large Cap Blend Equities | VMCTX vs RCKSX | |
| North Square Preferred and Income Securities Fund | 0.52 | 0.34 | 0.40 | 59 | Preferred Stock | VMCTX vs ORDNX | |
| Vanguard Wellesley Income Fund Investor Shares | 0.52 | 0.54 | 0.62 | 69 | Diversified Portfolio | VMCTX vs VWINX | |
| Muhlenkamp Fund | 0.56 | 0.64 | 0.69 | 59 | Large Cap Blend Equities | VMCTX vs MUHLX |
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