Looking to diversify beyond DHSIX? The mutual funds below have historically moved differently from DHSIX, 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 DHSIX
2 mutual funds have low correlation with DHSIX (below 0.3), 0 of which are negatively correlated. The least correlated is Diamond Hill Short Duration Securitized Bond Fund (DHEAX) (Short-Term Bond) with a 1Y correlation of 0.21, up from 0.10 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Diamond Hill Short Duration Securitized Bond Fund | 0.21 | 0.11 | 0.10 | 99 | Short-Term Bond | DHSIX vs DHEAX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 0.26 | 0.12 | 0.11 | 99 | Short-Term Bond | DHSIX vs DHEIX | |
| Federated Hermes Clover Small Value Fund | 0.31 | 0.59 | 0.75 | 71 | Small Cap Value Equities | DHSIX vs VSFAX | |
| Aegis Value Fund Class I | 0.37 | 0.47 | 0.54 | 94 | Small Cap Value Equities | DHSIX vs AVALX | |
| Diamond Hill International Fund | 0.59 | 0.65 | 0.70 | 61 | Foreign Large Cap Equities | DHSIX vs DHIAX |
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