Looking to diversify beyond VMLUX? The mutual funds below have the lowest correlation with VMLUX — 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 VMLUX.
Best Diversifiers for VMLUX
16 mutual funds have low correlation with VMLUX (below 0.3), 0 of which are negatively correlated. The least correlated is Vanguard Information Technology Index Fund Admiral Shares (VITAX) (Technology Equities) with a 1Y correlation of 0.02, roughly unchanged from 0.05 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Vanguard Information Technology Index Fund Admiral... | 0.02 | 0.04 | 0.05 | 81 | Technology Equities | VMLUX vs VITAX | |
| Vanguard 500 Index Fund Admiral Shares | 0.08 | 0.09 | 0.07 | 73 | S&P 500, Large Cap Blend Equities | VMLUX vs VFIAX | |
| DFA California Municipal Real Return Portfolio | 0.08 | 0.22 | 0.24 | 96 | Municipal Bonds | VMLUX vs DCARX | |
| Vanguard Total Stock Market Index Fund Admiral Sha... | 0.08 | 0.10 | 0.08 | 71 | Large Cap Blend Equities | VMLUX vs VTSAX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | 0.09 | 0.10 | 0.08 | 70 | Large Cap Blend Equities | VMLUX vs VTCLX |
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Low-Correlation Stock Ideas
If you're looking for individual stocks that move independently from VMLUX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to VMLUX and solid risk/return profiles. The least correlated is Suncor Energy Inc. (SU) (Energy) with a 1Y correlation of -0.19, down from -0.06 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Suncor Energy Inc. | -0.19 | -0.08 | -0.06 | 95 | Energy | |
| Cisco Systems, Inc. | -0.03 | 0.02 | 0.04 | 95 | Technology | |
| Apple Inc | -0.03 | 0.03 | 0.04 | 89 | Technology | |
| Target Corporation | -0.02 | 0.07 | 0.07 | 71 | Consumer Defensive | |
| Union Pacific Corporation | -0.00 | 0.06 | 0.03 | 68 | Industrials |
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