Looking to diversify beyond HRTVX? The mutual funds below have historically moved differently from HRTVX, 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 HRTVX
0 mutual funds have low correlation with HRTVX (below 0.3), 0 of which are negatively correlated. The least correlated is Federated Hermes Clover Small Value Fund (VSFAX) (Small Cap Value Equities) with a 1Y correlation of 0.37, down from 0.77 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Federated Hermes Clover Small Value Fund | 0.37 | 0.61 | 0.77 | 70 | Small Cap Value Equities | HRTVX vs VSFAX | |
| Aegis Value Fund Class I | 0.47 | 0.52 | 0.60 | 95 | Small Cap Value Equities | HRTVX vs AVALX | |
| Palm Valley Capital Fund Investor Class | 0.63 | 0.68 | 0.66 | 75 | Small Cap Value Equities | HRTVX vs PVCMX | |
| John Hancock Variable Insurance Trust Small Cap Va... | 0.68 | 0.79 | 0.86 | 81 | Small Cap Value Equities | HRTVX vs JESVX | |
| Vanguard Russell 3000 Index Fund Institutional Sha... | 0.73 | 0.75 | 0.79 | 74 | Large Cap Blend Equities | HRTVX vs VRTTX |
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