Looking to diversify beyond VRGWX? The mutual funds below have historically moved differently from VRGWX, 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 VRGWX
0 mutual funds have low correlation with VRGWX (below 0.3), 0 of which are negatively correlated. The least correlated is Vanguard Russell 1000 Value Index Fund Institutional Shares (VRVIX) (Large Cap Value Equities) with a 1Y correlation of 0.48, down from 0.66 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Vanguard Russell 1000 Value Index Fund Institution... | 0.48 | 0.52 | 0.66 | 95 | Large Cap Value Equities | VRGWX vs VRVIX | |
| Provident Trust Strategy Fund | 0.50 | 0.65 | 0.78 | 51 | Large Cap Growth Equities | VRGWX vs PROVX | |
| Davis New York Venture Fund Class Y | 0.59 | 0.68 | 0.75 | 91 | Large Cap Growth Equities | VRGWX vs DNVYX | |
| ICON Equity Fund | 0.61 | 0.57 | 0.69 | 79 | Large Cap Growth Equities | VRGWX vs IOLZX | |
| American Growth Fund Series One | 0.65 | 0.74 | 0.81 | 55 | Large Cap Growth Equities | VRGWX vs AMRGX |
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