Looking to diversify beyond DRSVX? The mutual funds below have historically moved differently from DRSVX, 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 DRSVX
0 mutual funds have low correlation with DRSVX (below 0.3), 0 of which are negatively correlated. The least correlated is North Square Strategic Income Fund (ADVNX) (Multisector Bonds) with a 1Y correlation of 0.36, roughly unchanged from 0.29 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| North Square Strategic Income Fund | 0.36 | 0.25 | 0.29 | 67 | Multisector Bonds | DRSVX vs ADVNX | |
| North Square Preferred and Income Securities Fund | 0.42 | 0.32 | 0.39 | 59 | Preferred Stock | DRSVX vs ORDNX | |
| Aegis Value Fund Class I | 0.50 | 0.56 | 0.62 | 94 | Small Cap Value Equities | DRSVX vs AVALX | |
| Palm Valley Capital Fund Investor Class | 0.65 | 0.67 | 0.65 | 73 | Small Cap Value Equities | DRSVX vs PVCMX | |
| North Square Altrinsic International Equity Fund | 0.65 | 0.64 | 0.68 | 62 | Foreign Large Cap Equities | DRSVX vs NSIVX |
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