Looking to diversify beyond VRTTX? The mutual funds below have the lowest correlation with VRTTX — 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 VRTTX.
Best Diversifiers for VRTTX
1 mutual funds have low correlation with VRTTX (below 0.3), 0 of which are negatively correlated. The least correlated is Goldman Sachs Strategic Volatility Premium Fund (SVPFX) (Large Cap Blend Equities) with a 1Y correlation of 0.27, up from 0.12 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 0.27 | 0.14 | 0.12 | 70 | Large Cap Blend Equities | VRTTX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 0.48 | 0.35 | 0.43 | 72 | Large Cap Blend Equities | VRTTX vs ORDNX | |
| First Eagle Overseas Fund Class I | 0.63 | 0.62 | 0.67 | 60 | Large Cap Blend Equities, Foreign Large Cap Equities | VRTTX vs SGOIX | |
| Rock Oak Core Growth Fund | 0.67 | 0.76 | 0.84 | 57 | Large Cap Blend Equities | VRTTX vs RCKSX | |
| Vanguard Value Index Fund Admiral Shares | 0.71 | 0.76 | 0.81 | 79 | Large Cap Value Equities | VRTTX vs VVIAX |
See all 43 diversifiers for VRTTX
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