Looking to diversify beyond CSVZX? The mutual funds below have the lowest correlation with CSVZX — 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 CSVZX.
Best Diversifiers for CSVZX
1 mutual funds have low correlation with CSVZX (below 0.3), 0 of which are negatively correlated. The least correlated is Voya Corporate Leaders Trust Fund (LEXCX) (Large Cap Value Equities) with a 1Y correlation of 0.29, down from 0.69 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Voya Corporate Leaders Trust Fund | 0.29 | 0.56 | 0.69 | 68 | Large Cap Value Equities | CSVZX vs LEXCX | |
| Federated Hermes Strategic Value Dividend Fund | 0.46 | 0.60 | 0.71 | 86 | Large Cap Value Equities | CSVZX vs SVAIX | |
| AMG Yacktman Focused Fund | 0.49 | 0.65 | 0.76 | 86 | Large Cap Value Equities | CSVZX vs YAFFX | |
| Buffalo Flexible Income Fund | 0.50 | 0.69 | 0.79 | 61 | Large Cap Value Equities | CSVZX vs BUFBX | |
| Columbia Global Technology Growth Fund Class A | 0.52 | 0.49 | 0.58 | 61 | Technology Equities, Large Cap Growth Equities | CSVZX vs CTCAX |
To view more results, upgrade your current subscription plan.
Build a portfolio that complements CSVZX
Add CSVZX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with CSVZX