Looking to diversify beyond VSCGX? The mutual funds below have the lowest correlation with VSCGX — 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 VSCGX.
Best Diversifiers for VSCGX
4 mutual funds have low correlation with VSCGX (below 0.3), 0 of which are negatively correlated. The least correlated is MH Elite Small Cap Fund of Funds Fund (MHELX) (Diversified Portfolio) with a 1Y correlation of 0.06, down from 0.44 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| MH Elite Small Cap Fund of Funds Fund | 0.06 | 0.16 | 0.44 | 70 | Diversified Portfolio | VSCGX vs MHELX | |
| Vanguard Energy Fund Admiral Shares | 0.08 | 0.31 | 0.40 | 62 | Energy Equities | VSCGX vs VGELX | |
| Vanguard Short-Term Inflation-Protected Securities... | 0.20 | 0.35 | 0.37 | 84 | Inflation-Protected Bonds | VSCGX vs VTAPX | |
| Fidelity Floating Rate High Income Fund | 0.24 | 0.27 | 0.31 | 92 | Bank Loan | VSCGX vs FFRHX | |
| AQR Long-Short Equity Fund Class N | 0.38 | 0.33 | 0.21 | 54 | Long-Short, Actively Managed | VSCGX vs QLENX |
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Low-Correlation Stock Ideas
If you're looking for individual stocks that move independently from VSCGX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to VSCGX and solid risk/return profiles. The least correlated is ConocoPhillips Company (COP) (Energy) with a 1Y correlation of -0.18, down from 0.11 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| ConocoPhillips Company | -0.18 | 0.00 | 0.11 | 65 | Energy | |
| Exxon Mobil Corporation | -0.18 | 0.01 | 0.11 | 72 | Energy | |
| Altria Group, Inc. | -0.16 | 0.07 | 0.13 | 72 | Consumer Defensive | |
| Chevron Corporation | -0.16 | 0.02 | 0.13 | 70 | Energy | |
| BP p.l.c. | -0.08 | 0.10 | 0.18 | 77 | Energy |
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