Looking to diversify beyond VTINX? The mutual funds below have the lowest correlation with VTINX — 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 VTINX.
Best Diversifiers for VTINX
3 mutual funds have low correlation with VTINX (below 0.3), 0 of which are negatively correlated. The least correlated is MH Elite Small Cap Fund of Funds Fund (MHELX) (Diversified Portfolio) with a 1Y correlation of 0.05, down from 0.41 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| MH Elite Small Cap Fund of Funds Fund | 0.05 | 0.16 | 0.41 | 67 | Diversified Portfolio | VTINX vs MHELX | |
| Fidelity Floating Rate High Income Fund | 0.22 | 0.25 | 0.29 | 92 | Bank Loan | VTINX vs FFRHX | |
| Vanguard Short-Term Inflation-Protected Securities... | 0.28 | 0.42 | 0.45 | 89 | Inflation-Protected Bonds | VTINX vs VTAPX | |
| Vanguard New York Long-Term Tax-Exempt Fund Admira... | 0.37 | 0.40 | 0.37 | 75 | Municipal Bonds | VTINX vs VNYUX | |
| AQR Long-Short Equity Fund | 0.38 | 0.31 | 0.19 | 53 | Long-Short | VTINX vs QLEIX |
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Low-Correlation Stock Ideas
If you're looking for individual stocks that move independently from VTINX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to VTINX and solid risk/return profiles. The least correlated is Exxon Mobil Corporation (XOM) (Energy) with a 1Y correlation of -0.20, down from 0.10 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Exxon Mobil Corporation | -0.20 | 0.00 | 0.10 | 68 | Energy | |
| ConocoPhillips Company | -0.18 | -0.00 | 0.10 | 61 | Energy | |
| Chevron Corporation | -0.16 | 0.03 | 0.13 | 68 | Energy | |
| Altria Group, Inc. | -0.16 | 0.07 | 0.13 | 70 | Consumer Defensive | |
| BP p.l.c. | -0.08 | 0.10 | 0.17 | 76 | Energy |
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Build a portfolio that complements VTINX
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