Looking to diversify beyond VUSSX? The mutual funds below have the lowest correlation with VUSSX — they tend to move on their own, which can help reduce risk when the rest of your portfolio drops. The stock ideas table highlights individual companies that behave independently from VUSSX.
Best Diversifiers for VUSSX
4 mutual funds have low correlation with VUSSX (below 0.3), 0 of which are negatively correlated. The least correlated is Invesco Small Cap Value Fund (VSCAX) (Small Cap Value Equities) with a 1Y correlation of 0.24, up from 0.12 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Invesco Small Cap Value Fund | 0.24 | 0.18 | 0.12 | 87 | Small Cap Value Equities | VUSSX vs VSCAX | |
| Invesco Value Opportunities Fund | 0.25 | 0.18 | 0.11 | 81 | Mid Cap Value Equities | VUSSX vs VVOAX | |
| Invesco Nasdaq 100 Index Fund | 0.25 | 0.17 | 0.16 | 70 | Large Cap Growth Equities | VUSSX vs IVNQX | |
| Invesco Comstock Fund | 0.27 | 0.19 | 0.11 | 60 | Large Cap Value Equities | VUSSX vs ACSTX | |
| Fidelity Advisor High Income Advantage Fund Class ... | 0.33 | 0.33 | 0.33 | 92 | High Yield Bonds | VUSSX vs FIQTX |
See all 6 diversifiers for VUSSX
To view more results, upgrade your current subscription plan.
Diversification Analysis
Build a portfolio that complements VUSSX
Add VUSSX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with VUSSX