Looking to diversify beyond HASGX? The mutual funds below have historically moved differently from HASGX, 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 HASGX
0 mutual funds have low correlation with HASGX (below 0.3), 0 of which are negatively correlated. The least correlated is Federated Hermes MDT Small Cap Growth Fund (QISGX) (Small Cap Growth Equities) with a 1Y correlation of 0.44, down from 0.78 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Federated Hermes MDT Small Cap Growth Fund | 0.44 | 0.62 | 0.78 | 63 | Small Cap Growth Equities | HASGX vs QISGX | |
| American Century Mid Cap Value R6 | 0.48 | 0.61 | 0.70 | 68 | Mid Cap Value Equities | HASGX vs AMDVX | |
| Harbor International Small Cap Fund | 0.57 | 0.56 | 0.63 | 50 | Foreign Small & Mid Cap Equities | HASGX vs HIISX | |
| Harbor Mid Cap Value Fund | 0.63 | 0.75 | 0.79 | 97 | Mid Cap Value Equities | HASGX vs HAMVX | |
| Harbor Mid Cap Value Fund Retirement Class | 0.63 | 0.75 | 0.79 | 97 | Mid Cap Value Equities | HASGX vs HNMVX |
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