Looking to diversify beyond VSNGX? The mutual funds below have historically moved differently from VSNGX, 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 VSNGX
0 mutual funds have low correlation with VSNGX (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 0.32, 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 | 0.32 | 0.25 | 0.29 | 73 | Multisector Bonds, Investment Grade Bonds, High Yield Bonds, Actively Managed | VSNGX vs JMSIX | |
| Needham Growth Fund | 0.69 | 0.72 | 0.78 | 62 | Mid Cap Growth Equities | VSNGX vs NEEGX | |
| Needham Growth Fund Institutional Class | 0.69 | 0.72 | 0.78 | 60 | Mid Cap Growth Equities | VSNGX vs NEEIX | |
| PRIMECAP Odyssey Aggressive Growth Fund | 0.70 | 0.77 | 0.82 | 80 | Mid Cap Growth Equities | VSNGX vs POAGX | |
| Vanguard Wellington Fund Admiral Shares | 0.70 | 0.77 | 0.83 | 65 | Diversified Portfolio | VSNGX vs VWENX |
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