PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan

Foundry Partners Fundamental Small Cap Value Fund (DRSVX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 4, 2026

The investment seeks long-term capital appreciation. The fund invests at least 80% of its assets (including borrowings for investment purposes) in common stocks of small capitalization companies that at the time of purchase are similar in market capitalization to those listed on the Russell 2000 Value Index. It may invest up to 20% of its assets in foreign securities (including securities of emerging market countries), including American Depository Receipts ("ADRs") or Global Depository Receipts ("GDRs") that are traded on U.S. markets. The fund may invest up to 20% of its assets in investment-grade fixed income securities of any maturity.

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

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 Aegis Value Fund (AVALX) (Small Cap Value Equities) with a 1Y correlation of 0.50, down from 0.64 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
AVALX
Aegis Value Fund0.500.580.64
94
Small Cap Value EquitiesDRSVX vs AVALX
BRSIX
Bridgeway Ultra Small Company Market Fund0.750.790.79
79
Small Cap Value EquitiesDRSVX vs BRSIX
BSCMX
Brandes Small Cap Value Fund0.830.860.87
77
Small Cap Value EquitiesDRSVX vs BSCMX
RYSEX
Royce Special Equity Fund0.840.880.89
75
Small Cap Value EquitiesDRSVX vs RYSEX
TASCX
Third Avenue Small Cap Value Fund0.840.800.85
78
Small Cap Value EquitiesDRSVX vs TASCX
See all 17 diversifiers for DRSVX

To view more results, upgrade your current subscription plan.

Diversification Analysis

Build a portfolio that complements DRSVX

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

Analyze a portfolio with DRSVX