Looking to diversify beyond VWINX? The mutual funds below have the lowest correlation with VWINX — 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 VWINX.
Best Diversifiers for VWINX
9 mutual funds have low correlation with VWINX (below 0.3), 0 of which are negatively correlated. The least correlated is MH Elite Small Cap Fund of Funds Fund (MHELX) (Diversified Portfolio) with a 1Y correlation of 0.03, down from 0.37 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| MH Elite Small Cap Fund of Funds Fund | 0.03 | 0.15 | 0.37 | 70 | Diversified Portfolio | VWINX vs MHELX | |
| Fidelity Floating Rate High Income Fund | 0.12 | 0.21 | 0.27 | 92 | Bank Loan | VWINX vs FFRHX | |
| Colorado Bond Shares A Tax Exempt Fund | 0.21 | 0.27 | 0.26 | 97 | Municipal Bonds | VWINX vs HICOX | |
| T. Rowe Price Ultra Short-Term Bond Fund | 0.22 | 0.17 | 0.17 | 99 | Ultrashort Bond | VWINX vs TRBUX | |
| Holbrook Income Fund | 0.22 | 0.29 | 0.32 | 97 | Short-Term Bond | VWINX vs HOBEX |
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Low-Correlation Stock Ideas
If you're looking for individual stocks that move independently from VWINX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to VWINX and solid risk/return profiles. The least correlated is Exxon Mobil Corporation (XOM) (Energy) with a 1Y correlation of -0.03, down from 0.25 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Exxon Mobil Corporation | -0.03 | 0.17 | 0.25 | 72 | Energy | |
| Energy Transfer LP | -0.02 | 0.19 | 0.27 | 72 | Energy | |
| ConocoPhillips Company | -0.02 | 0.15 | 0.23 | 65 | Energy | |
| BP p.l.c. | -0.01 | 0.15 | 0.23 | 77 | Energy | |
| Chevron Corporation | -0.00 | 0.18 | 0.26 | 70 | Energy |
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