Looking to diversify beyond VRTGX? The mutual funds below have the lowest correlation with VRTGX — they tend to move on their own, which can help reduce risk when the rest of your portfolio drops. The stock ideas table highlights individual companies that behave independently from VRTGX.
Best Diversifiers for VRTGX
1 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 (QISGX) (Small Cap Growth Equities) with a 1Y correlation of 0.30, down from 0.81 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Federated Hermes MDT Small Cap Growth Fund | 0.30 | 0.65 | 0.81 | 64 | Small Cap Growth Equities | VRTGX vs QISGX | |
| Vanguard Total International Stock Index Fund Admi... | 0.70 | 0.70 | 0.73 | 56 | Foreign Large Cap Equities | VRTGX vs VTIAX | |
| Vanguard S&P 500 Value Index Fund Institutional Sh... | 0.72 | 0.75 | 0.77 | 60 | Large Cap Value Equities | VRTGX vs VSPVX | |
| Vanguard Information Technology Index Fund Admiral... | 0.73 | 0.72 | 0.77 | 74 | Technology Equities | VRTGX vs VITAX | |
| Vanguard Wellington Fund Investor Shares | 0.76 | 0.77 | 0.79 | 66 | Diversified Portfolio | VRTGX vs VWELX |
See all 43 diversifiers for VRTGX
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