Looking to diversify beyond VTCLX? The mutual funds below have the lowest correlation with VTCLX — they tend to move on their own, which can help reduce risk when the rest of your portfolio drops. The stock ideas table highlights individual companies that behave independently from VTCLX.
Best Diversifiers for VTCLX
37 mutual funds have low correlation with VTCLX (below 0.3), 4 of which are negatively correlated. The least correlated is SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund (SIFAX) (Diversified Portfolio) with a 1Y correlation of -0.25, down from 0.07 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | -0.25 | -0.07 | 0.07 | 76 | Diversified Portfolio | VTCLX vs SIFAX | |
| BlackRock Energy Opportunities Fund | -0.06 | 0.20 | 0.34 | 69 | Energy Equities | VTCLX vs BACAX | |
| BlackRock Energy Opportunities Fund | -0.06 | 0.20 | 0.34 | 72 | Energy Equities | VTCLX vs BACIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.05 | 0.01 | 0.02 | 99 | Municipal Bonds | VTCLX vs TFCYX | |
| iShares Short-Term TIPS Bond Index Fund | 0.01 | 0.09 | 0.11 | 76 | Inflation-Protected Bonds | VTCLX vs BIIPX |
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