Looking to diversify beyond VTTSX? The mutual funds below have historically moved differently from VTTSX, 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 VTTSX
5 mutual funds have low correlation with VTTSX (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 -0.22, down from 0.09 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... | -0.22 | -0.04 | 0.09 | 83 | Diversified Portfolio | VTTSX vs SIFAX | |
| Fidelity Select Energy Portfolio | -0.07 | 0.22 | 0.35 | 87 | Energy Equities | VTTSX vs FSENX | |
| MH Elite Small Cap Fund of Funds Fund | 0.01 | 0.12 | 0.48 | 66 | Diversified Portfolio | VTTSX vs MHELX | |
| Vanguard Short-Term Inflation-Protected Securities... | 0.10 | 0.15 | 0.20 | 91 | Inflation-Protected Bonds | VTTSX vs VTAPX | |
| Fidelity Floating Rate High Income Fund | 0.28 | 0.31 | 0.36 | 95 | Bank Loan | VTTSX vs FFRHX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for VTTSX, 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 Altria Group, Inc. (MO) (Consumer Defensive) with a 1Y correlation of -0.27, down from 0.12 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Altria Group, Inc. | -0.27 | -0.01 | 0.12 | 66 | Consumer Defensive | |
| Chubb Limited | -0.22 | 0.06 | 0.25 | 89 | Financial Services | |
| Chevron Corporation | -0.21 | 0.07 | 0.23 | 80 | Energy | |
| Duke Energy Corporation | -0.21 | -0.01 | 0.12 | 56 | Utilities | |
| Exxon Mobil Corporation | -0.20 | 0.05 | 0.21 | 84 | Energy |
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