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GoodHaven Fund (GOODX) Diversifiers

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

The fund primarily invests in a focused portfolio of equity securities. It typically invests in fixed-income securities to benefit from prevailing total returns that the Advisor's fundamental research indicates are higher than warranted, without focusing on the coupon, duration or maturity of a particular issue or credit rating of that issuer. The fund may also invest in companies of any size market capitalization. It may invest up to 100% of its net assets in foreign securities including up to 50% of its net assets in emerging market securities. The fund is non-diversified.

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

Best Diversifiers for GOODX

0 mutual funds have low correlation with GOODX (below 0.3), 0 of which are negatively correlated. The least correlated is Invesco V.I. American Value Fund (UMCVX) (Mid Cap Value Equities) with a 1Y correlation of 0.67, down from 0.82 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
UMCVX
Invesco V.I. American Value Fund0.670.760.82
82
Mid Cap Value EquitiesGOODX vs UMCVX
VVOIX
Invesco Value Opportunities Fund Class Y0.680.760.82
81
Mid Cap Value EquitiesGOODX vs VVOIX
VVOAX
Invesco Value Opportunities Fund0.680.760.82
80
Mid Cap Value EquitiesGOODX vs VVOAX
SMVTX
Virtus Ceredex Mid-Cap Value Equity Fund0.700.780.83
88
Mid Cap Value EquitiesGOODX vs SMVTX
VTIVX
Vanguard Target Retirement 2045 Fund0.700.760.84
60
Target Retirement Date, Diversified PortfolioGOODX vs VTIVX
See all 20 diversifiers for GOODX

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