Looking to diversify beyond VRTGX? The mutual funds below have historically moved differently from VRTGX, 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 VRTGX
0 mutual funds have low correlation with VRTGX (below 0.3), 0 of which are negatively correlated. The least correlated is Federated Hermes MDT Small Cap Growth Fund Class A (QASGX) (Small Cap Growth Equities) with a 1Y correlation of 0.46, down from 0.81 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Federated Hermes MDT Small Cap Growth Fund Class A | 0.46 | 0.66 | 0.81 | 60 | Small Cap Growth Equities | VRTGX vs QASGX | |
| Federated Hermes MDT Small Cap Growth Fund | 0.46 | 0.66 | 0.81 | 63 | Small Cap Growth Equities | VRTGX vs QISGX | |
| Vanguard S&P 500 Value Index Fund Institutional Sh... | 0.67 | 0.72 | 0.76 | 83 | Large Cap Value Equities | VRTGX vs VSPVX | |
| Vanguard Total International Stock Index Fund Admi... | 0.75 | 0.71 | 0.73 | 70 | Foreign Large Cap Equities | VRTGX vs VTIAX | |
| Vanguard Wellington Fund Investor Shares | 0.78 | 0.78 | 0.80 | 50 | Diversified Portfolio | VRTGX vs VWELX |
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