Looking to diversify beyond DVSMX? The mutual funds below have historically moved differently from DVSMX, 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 DVSMX
0 mutual funds have low correlation with DVSMX (below 0.3), 0 of which are negatively correlated. The least correlated is Fuller & Thaler Behavioral Small-Cap Equity Fund (FTHNX) (Small Cap Blend Equities) with a 1Y correlation of 0.68, down from 0.80 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Fuller & Thaler Behavioral Small-Cap Equity Fund | 0.68 | 0.76 | 0.80 | 78 | Small Cap Blend Equities | DVSMX vs FTHNX | |
| Driehaus Emerging Markets Growth Fund | 0.72 | 0.66 | 0.66 | 58 | Emerging Markets Equities | DVSMX vs DREGX | |
| Dana Epiphany ESG Small Cap Equity Fund | 0.79 | 0.84 | 0.87 | 90 | Small Cap Growth Equities | DVSMX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | 0.80 | 0.82 | 0.86 | 77 | Small Cap Growth Equities | DVSMX vs RYWCX | |
| WesMark Small Company Fund | 0.80 | 0.84 | 0.86 | 63 | Small Cap Growth Equities | DVSMX vs WMKSX |
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