Looking to diversify beyond VTINX? The mutual funds below have historically moved differently from VTINX, 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 VTINX
5 mutual funds have low correlation with VTINX (below 0.3), 2 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 -0.20, down from 0.14 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | -0.20 | 0.01 | 0.14 | 83 | Diversified Portfolio | VTINX vs SIFAX | |
| Fidelity Select Energy Portfolio | -0.14 | 0.12 | 0.22 | 87 | Energy Equities | VTINX vs FSENX | |
| MH Elite Small Cap Fund of Funds Fund | 0.03 | 0.12 | 0.39 | 66 | Diversified Portfolio | VTINX vs MHELX | |
| Fidelity Floating Rate High Income Fund | 0.19 | 0.24 | 0.29 | 95 | Bank Loan | VTINX vs FFRHX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | 0.29 | 0.28 | 0.34 | 99 | Total Bond Market | VTINX vs VUBFX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for VTINX, 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 Chevron Corporation (CVX) (Energy) with a 1Y correlation of -0.27, down from 0.13 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Chevron Corporation | -0.27 | -0.00 | 0.13 | 80 | Energy | |
| Exxon Mobil Corporation | -0.26 | -0.01 | 0.11 | 84 | Energy | |
| ConocoPhillips Company | -0.25 | -0.05 | 0.08 | 72 | Energy | |
| Devon Energy Corporation | -0.24 | 0.02 | 0.15 | 76 | Energy | |
| Altria Group, Inc. | -0.23 | 0.05 | 0.12 | 66 | Consumer Defensive |
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