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

Best Diversifiers for CSVFX

0 mutual funds have low correlation with CSVFX (below 0.3), 0 of which are negatively correlated. The least correlated is Federated Hermes International Strategic Value Dividend Fund (IVFIX) (Foreign Large Cap Equities) with a 1Y correlation of 0.55, down from 0.73 over 5 years.


Diversification Analysis

Build a portfolio that complements CSVFX

Add CSVFX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.

Analyze a portfolio with CSVFX