Looking to diversify beyond VSCGX? The mutual funds below have historically moved differently from VSCGX, 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 VSCGX
6 mutual funds have low correlation with VSCGX (below 0.3), 2 of which are negatively correlated. The least correlated is SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund (SIFAX) (Diversified Portfolio) with a 1Y correlation of -0.22, down from 0.11 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | -0.22 | -0.01 | 0.11 | 83 | Diversified Portfolio | VSCGX vs SIFAX | |
| Fidelity Select Energy Portfolio | -0.14 | 0.13 | 0.24 | 87 | Energy Equities | VSCGX vs FSENX | |
| Vanguard Energy Opportunities Fund Admiral Shares | 0.03 | 0.28 | 0.39 | 91 | Energy Equities | VSCGX vs VGELX | |
| MH Elite Small Cap Fund of Funds Fund | 0.03 | 0.12 | 0.43 | 68 | Diversified Portfolio | VSCGX vs MHELX | |
| Fidelity Floating Rate High Income Fund | 0.21 | 0.26 | 0.31 | 93 | Bank Loan | VSCGX vs FFRHX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for VSCGX, 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 ConocoPhillips Company (COP) (Energy) with a 1Y correlation of -0.26, down from 0.12 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| ConocoPhillips Company | -0.26 | -0.02 | 0.12 | 73 | Energy | |
| Devon Energy Corporation | -0.24 | 0.01 | 0.15 | 78 | Energy | |
| Chevron Corporation | -0.23 | -0.02 | 0.11 | 79 | Energy | |
| Occidental Petroleum Corporation | -0.23 | 0.01 | 0.13 | 68 | Energy | |
| Exxon Mobil Corporation | -0.23 | -0.02 | 0.10 | 85 | Energy |
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