Looking to diversify beyond VTMSX? The mutual funds below have historically moved differently from VTMSX, 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 VTMSX
19 mutual funds have low correlation with VTMSX (below 0.3), 5 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 -0.14, down from 0.10 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... | -0.14 | -0.00 | 0.10 | 69 | Diversified Portfolio | VTMSX vs SIFAX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.06 | -0.00 | 0.02 | 99 | Municipal Bonds | VTMSX vs TFCYX | |
| BlackRock Energy Opportunities Fund | -0.02 | 0.27 | 0.40 | 76 | Energy Equities | VTMSX vs BACIX | |
| BlackRock Tactical Opportunities Fund Institutiona... | -0.02 | 0.23 | 0.19 | 78 | Tactical Allocation | VTMSX vs PBAIX | |
| BlackRock Energy Opportunities Fund | -0.02 | 0.27 | 0.40 | 75 | Energy Equities | VTMSX vs BACAX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for VTMSX, 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 Berkshire Hathaway Inc. (BRK-B) (Financial Services) with a 1Y correlation of 0.18, down from 0.52 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc. | 0.18 | 0.40 | 0.52 | 66 | Financial Services | |
| BlackRock Enhanced Large Cap Core Fund, Inc. | 0.45 | 0.54 | 0.65 | 88 |
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