Looking to diversify beyond VTMFX? The mutual funds below have historically moved differently from VTMFX, 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 VTMFX
117 mutual funds have low correlation with VTMFX (below 0.3), 10 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 -0.30, down from 0.04 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... | -0.30 | -0.11 | 0.04 | 83 | Diversified Portfolio | VTMFX vs SIFAX | |
| BlackRock Energy Opportunities Fund | -0.15 | 0.14 | 0.29 | 81 | Energy Equities | VTMFX vs BACAX | |
| BlackRock Energy Opportunities Fund | -0.15 | 0.14 | 0.29 | 82 | Energy Equities | VTMFX vs BACIX | |
| Fidelity Select Energy Portfolio | -0.09 | 0.17 | 0.28 | 87 | Energy Equities | VTMFX vs FSENX | |
| DFA California Municipal Real Return Portfolio | -0.06 | 0.04 | 0.15 | 89 | Municipal Bonds | VTMFX vs DCARX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for VTMFX, 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 Occidental Petroleum Corporation (OXY) (Energy) with a 1Y correlation of -0.24, down from 0.19 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Occidental Petroleum Corporation | -0.24 | 0.04 | 0.19 | 68 | Energy | |
| Altria Group, Inc. | -0.23 | -0.00 | 0.10 | 66 | Consumer Defensive | |
| Exxon Mobil Corporation | -0.22 | 0.02 | 0.15 | 85 | Energy | |
| Chevron Corporation | -0.21 | 0.04 | 0.17 | 79 | Energy | |
| ConocoPhillips Company | -0.21 | 0.03 | 0.17 | 73 | Energy |
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