Looking to diversify beyond VMTTX? The mutual funds below have historically moved differently from VMTTX, 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 VMTTX
15 mutual funds have low correlation with VMTTX (below 0.3), 1 of which are negatively correlated. The least correlated is Integrity Mid-North American Resources Fund (ICPAX) (Energy Equities) with a 1Y correlation of -0.17, down from 0.00 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Integrity Mid-North American Resources Fund | -0.17 | -0.01 | 0.00 | 84 | Energy Equities | VMTTX vs ICPAX | |
| DFA California Municipal Real Return Portfolio | 0.01 | 0.18 | 0.23 | 91 | Municipal Bonds | VMTTX vs DCARX | |
| Integrity Dividend Harvest Fund | 0.09 | 0.13 | 0.09 | 96 | Large Cap Value Equities | VMTTX vs IDIVX | |
| DFA Municipal Real Return Portfolio | 0.10 | 0.20 | 0.25 | 94 | Municipal Bonds | VMTTX vs DMREX | |
| Integrity ESG Growth & Income Fund | 0.10 | 0.10 | 0.09 | 80 | Large Cap Blend Equities | VMTTX vs IGIAX |
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