Looking to diversify beyond CRMSX? The mutual funds below have historically moved differently from CRMSX, 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 CRMSX
0 mutual funds have low correlation with CRMSX (below 0.3), 0 of which are negatively correlated. The least correlated is DFA International Small Company Portfolio (DFISX) (Foreign Small & Mid Cap Equities) with a 1Y correlation of 0.61, roughly unchanged from 0.66 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA International Small Company Portfolio | 0.61 | 0.62 | 0.66 | 60 | Foreign Small & Mid Cap Equities, Small Cap Blend Equities | CRMSX vs DFISX | |
| Auer Growth Fund | 0.65 | 0.73 | 0.79 | 91 | Small Cap Blend Equities | CRMSX vs AUERX | |
| Hennessy Cornerstone Growth Fund | 0.69 | 0.76 | 0.79 | 53 | Small Cap Blend Equities | CRMSX vs HFCGX | |
| River Oak Discovery Fund | 0.77 | 0.84 | 0.85 | 89 | Small Cap Blend Equities | CRMSX vs RIVSX | |
| Hodges Small Cap Fund | 0.79 | 0.85 | 0.88 | 72 | Small Cap Blend Equities | CRMSX vs HDPSX |
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