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FAM Value Fund (FAMVX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 3, 2026

The fund's adviser employs a "value approach" in making its common stock selections. Generally, the adviser will attempt to remain fully invested in common stocks and securities that are convertible into common stocks, such as convertible bonds and convertible preferred stocks. The fund may invest in the securities of issuers of all sizes and market capitalizations. It may also invest in the securities of both domestic and foreign issuers and it may invest in shares of other investment companies, including exchange-traded funds ("ETFs").

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

Best Diversifiers for FAMVX

0 mutual funds have low correlation with FAMVX (below 0.3), 0 of which are negatively correlated. The least correlated is Invesco Discovery Mid Cap Growth Fund Class A (OEGAX) (Mid Cap Growth Equities) with a 1Y correlation of 0.54, down from 0.78 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
OEGAX
Invesco Discovery Mid Cap Growth Fund Class A0.540.700.78
56
Mid Cap Growth EquitiesFAMVX vs OEGAX
EEOFX
Essex Environmental Opportunities Fund0.550.690.73
72
Mid Cap Growth EquitiesFAMVX vs EEOFX
POAGX
PrimeCap Odyssey Aggressive Growth Fund0.570.690.74
84
Mid Cap Growth EquitiesFAMVX vs POAGX
NEEGX
Needham Growth Fund0.570.650.72
91
Mid Cap Growth EquitiesFAMVX vs NEEGX
CTIGX
Calamos Timpani SMID Growth Fund0.580.690.73
65
Mid Cap Growth EquitiesFAMVX vs CTIGX
See all 12 diversifiers for FAMVX

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