Looking to diversify beyond VTAIX? The mutual funds below have historically moved differently from VTAIX, 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 VTAIX
2 mutual funds have low correlation with VTAIX (below 0.3), 0 of which are negatively correlated. The least correlated is Virtus Duff & Phelps Real Estate Securities Fund (PHRAX) (REIT) with a 1Y correlation of 0.24, down from 0.55 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Virtus Duff & Phelps Real Estate Securities Fund | 0.24 | 0.45 | 0.55 | 68 | REIT | VTAIX vs PHRAX | |
| Virtus Seix Floating Rate High Income Fund | 0.28 | 0.29 | 0.32 | 98 | Bank Loan | VTAIX vs SAMBX | |
| The Merger Fund | 0.34 | 0.29 | 0.35 | 96 | Event Driven | VTAIX vs MERFX | |
| Quantified Evolution Plus Fund | 0.35 | 0.48 | 0.35 | 84 | Tactical Allocation | VTAIX vs QEVOX | |
| AQR Diversifying Strategies Fund Class N | 0.40 | 0.30 | 0.01 | 92 | Tactical Allocation | VTAIX vs QDSNX |
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