Looking to diversify beyond VSPMX? The mutual funds below have historically moved differently from VSPMX, 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 VSPMX
0 mutual funds have low correlation with VSPMX (below 0.3), 0 of which are negatively correlated. The least correlated is 13D Activist Fund (DDDIX) (Mid Cap Blend Equities) with a 1Y correlation of 0.72, down from 0.87 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| 13D Activist Fund | 0.72 | 0.82 | 0.87 | 78 | Mid Cap Blend Equities | VSPMX vs DDDIX | |
| Vanguard Total International Stock Index Fund Admi... | 0.72 | 0.72 | 0.75 | 72 | Foreign Large Cap Equities | VSPMX vs VTIAX | |
| Vanguard Wellington Fund Investor Shares | 0.73 | 0.76 | 0.80 | 57 | Diversified Portfolio | VSPMX vs VWELX | |
| Gabelli Value 25 Fund | 0.73 | 0.81 | 0.86 | 80 | Mid Cap Blend Equities | VSPMX vs GABVX | |
| Victory RS Investors Fund | 0.74 | 0.81 | 0.85 | 73 | Mid Cap Blend Equities | VSPMX vs RSINX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for VSPMX, and a Risk / Return Rank of 50 or higher. Treat them as research candidates rather than evidence that they will offset a future decline. The least correlated is NVIDIA Corporation (NVDA) (Technology) with a 1Y correlation of 0.31, down from 0.49 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| NVIDIA Corporation | 0.31 | 0.35 | 0.49 | 56 | Technology |
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