Looking to diversify beyond VMRXX? The mutual funds below have historically moved differently from VMRXX, 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 VMRXX
113 mutual funds have low correlation with VMRXX (below 0.3), 25 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 -0.09, down from 0.04 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | -0.09 | -0.01 | 0.04 | 100 | Total Bond Market | VMRXX vs VUSFX | |
| Vanguard Commodity Strategy Fund Admiral Shares | -0.06 | -0.09 | -0.03 | 68 | Commodities | VMRXX vs VCMDX | |
| DFA U.S. Small Cap Value Portfolio I | -0.06 | 0.00 | 0.02 | 85 | Small Cap Value Equities | VMRXX vs DFSVX | |
| Fidelity Emerging Markets Index Fund | -0.04 | -0.06 | -0.05 | 62 | Emerging Markets Equities | VMRXX vs FPADX | |
| Fidelity Select Semiconductors Portfolio | -0.04 | -0.03 | -0.00 | 80 | Semiconductors, Technology Equities | VMRXX vs FSELX |
To view more results, upgrade your current subscription plan.
Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for VMRXX, and a Risk / Return Rank of 50 or higher. Treat them as research candidates rather than evidence that they will offset a future decline. The least correlated is Toyota Motor Corporation (TM) (Consumer Cyclical) with a 1Y correlation of -0.11, roughly unchanged from -0.02 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Toyota Motor Corporation | -0.11 | -0.03 | -0.02 | 50 | Consumer Cyclical | |
| Starbucks Corporation | -0.11 | -0.05 | -0.01 | 68 | Consumer Cyclical | |
| Petróleo Brasileiro S.A. - Petrobras | -0.10 | -0.06 | -0.06 | 85 | Energy | |
| Airbnb, Inc. | -0.09 | -0.07 | -0.02 | 60 | Consumer Cyclical | |
| NVIDIA Corporation | -0.07 | -0.05 | -0.03 | 56 | Technology |
To view more results, upgrade your current subscription plan.
Build a portfolio that complements VMRXX
Add VMRXX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with VMRXX