Looking to diversify beyond VUSSX? The mutual funds below have historically moved differently from VUSSX, 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 VUSSX
3 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 0.22, up from 0.12 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Invesco Small Cap Value Fund | 0.22 | 0.17 | 0.12 | 76 | Small Cap Value Equities | VUSSX vs VSCAX | |
| Invesco Value Opportunities Fund | 0.22 | 0.18 | 0.12 | 74 | Mid Cap Value Equities | VUSSX vs VVOAX | |
| Invesco Comstock Fund | 0.26 | 0.18 | 0.12 | 83 | Large Cap Value Equities | VUSSX vs ACSTX | |
| Fidelity Advisor High Income Advantage Fund Class ... | 0.32 | 0.31 | 0.33 | 73 | High Yield Bonds | VUSSX vs FIQTX | |
| Invesco Equity and Income Fund | 0.33 | 0.29 | 0.23 | 74 | Diversified Portfolio | VUSSX vs ACEIX |
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