Looking to diversify beyond VNYUX? The mutual funds below have historically moved differently from VNYUX, 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 VNYUX
17 mutual funds have low correlation with VNYUX (below 0.3), 1 of which are negatively correlated. The least correlated is DFA California Municipal Real Return Portfolio (DCARX) (Municipal Bonds) with a 1Y correlation of -0.02, down from 0.20 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA California Municipal Real Return Portfolio | -0.02 | 0.16 | 0.20 | 89 | Municipal Bonds | VNYUX vs DCARX | |
| DFA Municipal Real Return Portfolio | 0.07 | 0.21 | 0.23 | 92 | Municipal Bonds | VNYUX vs DMREX | |
| Vanguard 500 Index Fund Admiral Shares | 0.22 | 0.15 | 0.12 | 59 | S&P 500, Large Cap Blend Equities | VNYUX vs VFIAX | |
| Vanguard Total Stock Market Index Fund Admiral Sha... | 0.24 | 0.16 | 0.13 | 59 | Large Cap Blend Equities | VNYUX vs VTSAX | |
| DFA Short Term Municipal Bond Portfolio | 0.24 | 0.29 | 0.37 | 100 | Municipal Bonds | VNYUX vs DFSMX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for VNYUX, 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 Cohen & Steers Infrastructure Fund, Inc (UTF) (Financial Services) with a 1Y correlation of 0.14, roughly unchanged from 0.16 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Cohen & Steers Infrastructure Fund, Inc | 0.14 | 0.21 | 0.16 | 72 | Financial Services |
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