Looking to diversify beyond HUMDX? The mutual funds below have the lowest correlation with HUMDX — 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 HUMDX.
Best Diversifiers for HUMDX
0 mutual funds have low correlation with HUMDX (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 0.45, down from 0.63 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Aegis Value Fund | 0.45 | 0.56 | 0.63 | 87 | Small Cap Value Equities | HUMDX vs AVALX | |
| Royce Special Equity Fund | 0.68 | 0.76 | 0.78 | 83 | Small Cap Value Equities | HUMDX vs RYSEX | |
| Bridgeway Ultra Small Company Market Fund | 0.69 | 0.73 | 0.75 | 76 | Small Cap Value Equities | HUMDX vs BRSIX | |
| Invesco Small Cap Value Fund | 0.73 | 0.81 | 0.87 | 87 | Small Cap Value Equities | HUMDX vs VSCAX | |
| Brandes Small Cap Value Fund | 0.73 | 0.77 | 0.81 | 84 | Small Cap Value Equities | HUMDX vs BSCMX |
See all 24 diversifiers for HUMDX
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