Looking to diversify beyond VSGAX? The mutual funds below have historically moved differently from VSGAX, 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 VSGAX
3 mutual funds have low correlation with VSGAX (below 0.3), 2 of which are negatively correlated. The least correlated is Vanguard Market Neutral Fund Investor Shares (VMNFX) (Long-Short) with a 1Y correlation of -0.13, roughly unchanged from -0.15 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Vanguard Market Neutral Fund Investor Shares | -0.13 | -0.13 | -0.15 | 97 | Long-Short | VSGAX vs VMNFX | |
| Invesco Energy Fund | -0.03 | 0.22 | 0.31 | 74 | Energy Equities | VSGAX vs FSTEX | |
| Vanguard Commodity Strategy Fund Admiral Shares | 0.03 | 0.12 | 0.16 | 69 | Commodities | VSGAX vs VCMDX | |
| Federated Hermes MDT Small Cap Growth Fund | 0.45 | 0.65 | 0.81 | 63 | Small Cap Growth Equities | VSGAX vs QISGX | |
| Federated Hermes MDT Small Cap Growth Fund Class A | 0.46 | 0.65 | 0.81 | 60 | Small Cap Growth Equities | VSGAX vs QASGX |
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