Looking to diversify beyond HRTVX? The mutual funds below have the lowest correlation with HRTVX — 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 HRTVX.
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 Aegis Value Fund (AVALX) (Small Cap Value Equities) with a 1Y correlation of 0.46, down from 0.62 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Aegis Value Fund | 0.46 | 0.54 | 0.62 | 94 | Small Cap Value Equities | HRTVX vs AVALX | |
| John Hancock Variable Insurance Trust Small Cap Va... | 0.63 | 0.79 | 0.86 | 54 | Small Cap Value Equities | HRTVX vs JESVX | |
| Vanguard Russell 3000 Index Fund Institutional Sha... | 0.74 | 0.74 | 0.79 | 70 | Large Cap Blend Equities | HRTVX vs VRTTX | |
| Bridgeway Ultra Small Company Market Fund | 0.78 | 0.81 | 0.83 | 79 | Small Cap Value Equities | HRTVX vs BRSIX | |
| PACE Small/Medium Co Value Equity Investments | 0.81 | 0.87 | 0.91 | 50 | Small Cap Value Equities | HRTVX vs PCSVX |
See all 66 diversifiers for HRTVX
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