Looking to diversify beyond VTWIX? The mutual funds below have historically moved differently from VTWIX, 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 VTWIX
0 mutual funds have low correlation with VTWIX (below 0.3), 0 of which are negatively correlated. The least correlated is Goldman Sachs Strategic Volatility Premium Fund (SVPFX) (Large Cap Blend Equities) with a 1Y correlation of 0.37, up from 0.17 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 0.37 | 0.20 | 0.17 | 96 | Large Cap Blend Equities | VTWIX vs SVPFX | |
| Provident Trust Strategy Fund | 0.59 | 0.72 | 0.81 | 51 | Large Cap Growth Equities | VTWIX vs PROVX | |
| Rock Oak Core Growth Fund | 0.60 | 0.73 | 0.81 | 91 | Large Cap Blend Equities | VTWIX vs RCKSX | |
| DFA U.S. Large Cap Value Portfolio | 0.69 | 0.75 | 0.82 | 96 | Large Cap Value Equities | VTWIX vs DFLVX | |
| Adams Diversified Equity Fund, Inc. | 0.73 | 0.81 | 0.87 | 88 | Large Cap Blend Equities | VTWIX vs ADX |
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