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Fuller & Thaler Behavioral Small-Mid Core Equity Fund (FTSIX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jul 14, 2026

Under normal circumstances, the fund seeks to achieve its objective by investing at least 80% of its net assets (plus borrowings for investment purposes) in common stocks of small to medium capitalization companies based in the U.S. ("80% Policy"). It may invest a portion of its assets in real estate investment trusts ("REITs"), Business Development Companies (BDCs), and Exchange Traded Funds (ETFs) whose investment characteristics are consistent with the fund's principal investment strategy.

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

Best Diversifiers for FTSIX

0 mutual funds have low correlation with FTSIX (below 0.3), 0 of which are negatively correlated. The least correlated is Lazard Emerging Markets Equity Portfolio (LZEMX) (Emerging Markets Diversified) with a 1Y correlation of 0.48, roughly unchanged from 0.56 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
LZEMX
Lazard Emerging Markets Equity Portfolio0.480.510.56
94
Emerging Markets DiversifiedFTSIX vs LZEMX
APDKX
Artisan International Value Fund Advisor Class0.630.650.72
59
Foreign Large Cap EquitiesFTSIX vs APDKX
JECIX
John Hancock Variable Insurance Trust Mid Cap Inde...0.670.790.88
56
Mid Cap Blend EquitiesFTSIX vs JECIX
FTXNX
Fuller & Thaler Behavioral Small-Cap Growth Fund0.670.700.79
80
Small Cap Growth EquitiesFTSIX vs FTXNX
FTXSX
FullerThaler Behavioral Small-Cap Growth Fund0.670.700.79
81
Small Cap Growth EquitiesFTSIX vs FTXSX
See all 50 diversifiers for FTSIX

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Low-Correlation Stock Ideas

If you're looking for individual stocks that move independently from FTSIX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to FTSIX and solid risk/return profiles. The least correlated is Berkshire Hathaway Inc. (BRK-B) (Financial Services) with a 1Y correlation of 0.26, down from 0.56 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankSector
BRK-B
Berkshire Hathaway Inc.0.260.440.56
53
Financial Services

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