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Commerce Value Fund (CFVLX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jul 14, 2026

Under normal market conditions, the fund invests at least 65% of its total assets in stocks, primarily common stock. It invests principally in stocks within the Russell 1000 Value Index universe that have an above average dividend yield. The fund seeks a higher return than the index over time through a combination of capital appreciation and dividend income. It may invest a significant amount of its assets from time to time in the financial and technology sector.

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

Best Diversifiers for CFVLX

3 mutual funds have low correlation with CFVLX (below 0.3), 0 of which are negatively correlated. The least correlated is Commerce Missouri Tax-Free Intermediate Bond Fund (CFMOX) (Municipal Bonds) with a 1Y correlation of 0.23, up from 0.09 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
CFMOX
Commerce Missouri Tax-Free Intermediate Bond Fund0.230.160.09
65
Municipal BondsCFVLX vs CFMOX
KTXIX
Commerce Kansas Tax-Free Intermediate Bond Fund0.230.170.10
61
Municipal BondsCFVLX vs KTXIX
CFNLX
Commerce National Tax-Free Intermediate Bond Fund0.250.170.09
65
Municipal BondsCFVLX vs CFNLX
LEXCX
Voya Corporate Leaders Trust Fund0.340.600.72
70
Large Cap Value EquitiesCFVLX vs LEXCX
YAFFX
AMG Yacktman Focused Fund0.410.620.73
86
Large Cap Value EquitiesCFVLX vs YAFFX
See all 41 diversifiers for CFVLX

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Low-Correlation Stock Ideas

If you're looking for individual stocks that move independently from CFVLX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to CFVLX and solid risk/return profiles. The least correlated is Agree Realty Corporation (ADC) (Real Estate) with a 1Y correlation of 0.26, down from 0.42 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankSector
ADC
Agree Realty Corporation0.260.370.42
70
Real Estate
O
Realty Income Corporation0.380.460.52
74
Real Estate

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