Looking to diversify beyond VMRXX? The mutual funds below have the lowest correlation with VMRXX — 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 VMRXX.
Best Diversifiers for VMRXX
108 mutual funds have low correlation with VMRXX (below 0.3), 31 of which are negatively correlated. The least correlated is Vanguard Ultra-Short-Term Bond Fund Admiral Shares (VUSFX) (Total Bond Market) with a 1Y correlation of -0.08, down from 0.04 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | -0.08 | 0.00 | 0.04 | 100 | Total Bond Market | VMRXX vs VUSFX | |
| DFA U.S. Small Cap Value Portfolio I | -0.05 | 0.01 | 0.02 | 55 | Small Cap Value Equities | VMRXX vs DFSVX | |
| Fidelity Select Semiconductors Portfolio | -0.05 | -0.03 | -0.00 | 92 | Semiconductors, Technology Equities | VMRXX vs FSELX | |
| Fidelity Emerging Markets Index Fund | -0.04 | -0.07 | -0.05 | 75 | Emerging Markets Diversified | VMRXX vs FPADX | |
| Fidelity Small Cap Index Fund | -0.03 | -0.01 | 0.02 | 65 | Small Cap Blend Equities | VMRXX vs FSSNX |
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Low-Correlation Stock Ideas
If you're looking for individual stocks that move independently from VMRXX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to VMRXX and solid risk/return profiles. The least correlated is Starbucks Corporation (SBUX) (Consumer Cyclical) with a 1Y correlation of -0.13, down from -0.01 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Starbucks Corporation | -0.13 | -0.04 | -0.01 | 62 | Consumer Cyclical | |
| Petróleo Brasileiro S.A. - Petrobras | -0.11 | -0.05 | -0.06 | 80 | Energy | |
| Airbnb, Inc. | -0.11 | -0.08 | -0.02 | 53 | Consumer Cyclical | |
| NVIDIA Corporation | -0.08 | -0.06 | -0.03 | 65 | Technology | |
| The Bank of New York Mellon Corporation | -0.08 | 0.00 | 0.02 | 96 | Financial Services |
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