Looking to diversify beyond VSCOX? The mutual funds below have the lowest correlation with VSCOX — 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 VSCOX.
Best Diversifiers for VSCOX
1 mutual funds have low correlation with VSCOX (below 0.3), 0 of which are negatively correlated. The least correlated is JPMorgan Income Fund (JMSIX) (Multisector Bonds) with a 1Y correlation of 0.23, roughly unchanged from 0.30 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| JPMorgan Income Fund | 0.23 | 0.23 | 0.30 | 80 | Multisector Bonds | VSCOX vs JMSIX | |
| Driehaus Micro Cap Growth Fund | 0.75 | 0.83 | 0.86 | 80 | Small Cap Growth Equities | VSCOX vs DMCRX | |
| Calamos Timpani Small Cap Growth Fund | 0.78 | 0.84 | 0.87 | 75 | Small Cap Growth Equities | VSCOX vs CTSIX | |
| JPMorgan Equity Income Fund R6 | 0.79 | 0.79 | 0.81 | 65 | Large Cap Value Equities, Dividend | VSCOX vs OIEJX | |
| Oberweis Micro Cap Fund | 0.79 | 0.87 | 0.90 | 90 | Small Cap Growth Equities | VSCOX vs OBMCX |
See all 14 diversifiers for VSCOX
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