Looking to diversify beyond VTIFX? The mutual funds below have historically moved differently from VTIFX, 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 VTIFX
12 mutual funds have low correlation with VTIFX (below 0.3), 0 of which are negatively correlated. The least correlated is Fidelity Strategic Real Return Fund (FSRRX) (Diversified Portfolio) with a 1Y correlation of 0.09, down from 0.21 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Fidelity Strategic Real Return Fund | 0.09 | 0.22 | 0.21 | 95 | Diversified Portfolio | VTIFX vs FSRRX | |
| DFA One Year Fixed Income Portfolio | 0.09 | 0.03 | 0.26 | 100 | Ultrashort Bond | VTIFX vs DFIHX | |
| Fidelity Flex Conservative Income Bond Fund | 0.10 | 0.15 | 0.18 | 100 | Total Bond Market | VTIFX vs FJTDX | |
| JPMorgan Strategic Income Opportunities Fund Class... | 0.11 | -0.21 | -0.23 | 99 | Total Bond Market | VTIFX vs JSOSX | |
| Fidelity Conservative Income Bond Institutional Cl... | 0.19 | 0.22 | 0.22 | 100 | Ultrashort Bond | VTIFX vs FCNVX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for VTIFX, 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 PepsiCo, Inc. (PEP) (Consumer Defensive) with a 1Y correlation of 0.02, down from 0.16 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| PepsiCo, Inc. | 0.02 | 0.14 | 0.16 | 50 | Consumer Defensive | |
| Apple Inc | 0.15 | 0.12 | 0.12 | 89 | Technology |
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