Looking to diversify beyond VVSCX? The mutual funds below have historically moved differently from VVSCX, 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 VVSCX
0 mutual funds have low correlation with VVSCX (below 0.3), 0 of which are negatively correlated. The least correlated is Aegis Value Fund Class I (AVALX) (Small Cap Value Equities) with a 1Y correlation of 0.49, roughly unchanged from 0.58 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Aegis Value Fund Class I | 0.49 | 0.51 | 0.58 | 94 | Small Cap Value Equities | VVSCX vs AVALX | |
| VALIC Company I International Value | 0.57 | 0.58 | 0.65 | 78 | Foreign Large Cap Equities | VVSCX vs VCFVX | |
| VALIC Company I International Equities Index Fund | 0.57 | 0.61 | 0.65 | 64 | Foreign Large Cap Equities | VVSCX vs VCIEX | |
| VALIC Company I Global Real Estate Fund | 0.58 | 0.66 | 0.68 | 52 | REIT | VVSCX vs VGREX | |
| Palm Valley Capital Fund Investor Class | 0.60 | 0.64 | 0.63 | 73 | Small Cap Value Equities | VVSCX vs PVCMX |
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