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Ave Maria Value Fund (AVEMX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 3, 2026

The fund invests primarily in common stocks believed by the adviser to be priced at a discount to their true value according to the Adviser's criteria for value. Under normal circumstances, all of its equity investments (which include common stocks, preferred stocks and securities convertible into common stock) and at least 80% of its net assets will be invested in companies meeting its religious criteria. The fund invests in securities of established companies of various market capitalizations.

Looking to diversify beyond AVEMX? The mutual funds below have the lowest correlation with AVEMX — 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 AVEMX.

Best Diversifiers for AVEMX

0 mutual funds have low correlation with AVEMX (below 0.3), 0 of which are negatively correlated. The least correlated is Natixis Funds Trust II Vaughan Nelson Mid Cap Fund (VNVYX) (Mid Cap Blend Equities) with a 1Y correlation of 0.44, down from 0.70 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
VNVYX
Natixis Funds Trust II Vaughan Nelson Mid Cap Fund0.440.580.70
50
Mid Cap Blend EquitiesAVEMX vs VNVYX
PRCOX
T. Rowe Price U.S. Equity Research Fund0.450.550.66
71
Large Cap Blend EquitiesAVEMX vs PRCOX
BRAGX
Bridgeway Aggressive Investors 1 Fund0.490.640.72
57
Mid Cap Blend EquitiesAVEMX vs BRAGX
MISIX
Victory Trivalent International Small-Cap Fund Cla...0.500.580.66
53
Mid Cap Blend Equities, Foreign Small & Mid Cap EquitiesAVEMX vs MISIX
TARKX
Tarkio Fund0.510.640.71
62
Mid Cap Blend EquitiesAVEMX vs TARKX
See all 34 diversifiers for AVEMX

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Low-Correlation Stock Ideas

If you're looking for individual stocks that move independently from AVEMX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to AVEMX and solid risk/return profiles. The least correlated is Chevron Corporation (CVX) (Energy) with a 1Y correlation of 0.29, down from 0.57 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankSector
CVX
Chevron Corporation0.290.450.57
83
Energy
VLO
Valero Energy Corporation0.300.380.48
93
Energy
COP
ConocoPhillips Company0.330.460.56
76
Energy

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Diversification Analysis

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