Looking to diversify beyond VMIDX? The mutual funds below have historically moved differently from VMIDX, 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 VMIDX
0 mutual funds have low correlation with VMIDX (below 0.3), 0 of which are negatively correlated. The least correlated is VALIC Company I Global Real Estate Fund (VGREX) (REIT) with a 1Y correlation of 0.54, down from 0.69 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| VALIC Company I Global Real Estate Fund | 0.54 | 0.64 | 0.69 | 52 | REIT | VMIDX vs VGREX | |
| VALIC Company I International Equities Index Fund | 0.63 | 0.63 | 0.69 | 64 | Foreign Large Cap Equities | VMIDX vs VCIEX | |
| VALIC Company I Global Strategy Fund | 0.67 | 0.73 | 0.78 | 86 | Global Allocation | VMIDX vs VGLSX | |
| Victory RS Investors Fund | 0.72 | 0.79 | 0.84 | 73 | Mid Cap Blend Equities | VMIDX vs RSINX | |
| Gabelli Value 25 Fund | 0.72 | 0.79 | 0.85 | 80 | Mid Cap Blend Equities | VMIDX vs GABVX |
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