Looking to diversify beyond VSEAX? The mutual funds below have historically moved differently from VSEAX, 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 VSEAX
0 mutual funds have low correlation with VSEAX (below 0.3), 0 of which are negatively correlated. The least correlated is JPMorgan Income Fund Class I (JMSIX) (Multisector Bonds) with a 1Y correlation of 0.31, roughly unchanged from 0.29 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| JPMorgan Income Fund Class I | 0.31 | 0.24 | 0.29 | 81 | Multisector Bonds, Investment Grade Bonds, High Yield Bonds, Actively Managed | VSEAX vs JMSIX | |
| JPMorgan Emerging Markets Equity Fund Class I | 0.53 | 0.54 | 0.60 | 77 | Emerging Markets Equities | VSEAX vs JEMSX | |
| Auer Growth Fund | 0.65 | 0.71 | 0.75 | 90 | Small Cap Blend Equities | VSEAX vs AUERX | |
| JPMorgan Equity Income Fund R6 | 0.76 | 0.81 | 0.83 | 91 | Large Cap Value Equities, Dividend | VSEAX vs OIEJX | |
| Hodges Small Cap Fund | 0.80 | 0.87 | 0.89 | 74 | Small Cap Blend Equities | VSEAX vs HDPSX |
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