Looking to diversify beyond GVALX? The mutual funds below have the lowest correlation with GVALX — 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 GVALX.
Best Diversifiers for GVALX
0 mutual funds have low correlation with GVALX (below 0.3), 0 of which are negatively correlated. The least correlated is Rational Equity Armor Fund (HDCTX) (Large Cap Value Equities) with a 1Y correlation of 0.48, down from 0.69 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Rational Equity Armor Fund | 0.48 | 0.57 | 0.69 | 56 | Large Cap Value Equities | GVALX vs HDCTX | |
| Federated Hermes Strategic Value Dividend Fund | 0.56 | 0.63 | 0.71 | 80 | Large Cap Value Equities | GVALX vs SVAIX | |
| Gotham Absolute Return Fund | 0.59 | 0.64 | 0.77 | 84 | Long-Short | GVALX vs GARIX | |
| BNY Mellon Equity Income Fund | 0.68 | 0.76 | 0.86 | 89 | Large Cap Value Equities | GVALX vs DQIRX | |
| Vanguard International High Dividend Yield Index F... | 0.68 | 0.67 | 0.73 | 82 | Large Cap Value Equities, Dividend, Foreign Large Cap Equities | GVALX vs VIHAX |
See all 32 diversifiers for GVALX
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