PortfoliosLab logoPortfoliosLab logo

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

0 mutual funds have low correlation with CSVZX (below 0.3), 0 of which are negatively correlated. The least correlated is Federated Hermes Strategic Value Dividend Fund (SVAIX) (Large Cap Value Equities) with a 1Y correlation of 0.47, down from 0.71 over 5 years.


See all 37 diversifiers for CSVZX

To view more results, upgrade your current subscription plan.

Diversification Analysis

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