Looking to diversify beyond HWSIX? The mutual funds below have the lowest correlation with HWSIX — 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 HWSIX.
Best Diversifiers for HWSIX
0 mutual funds have low correlation with HWSIX (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 0.44, down from 0.64 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Aegis Value Fund | 0.44 | 0.55 | 0.64 | 94 | Small Cap Value Equities | HWSIX vs AVALX | |
| John Hancock Variable Insurance Trust Small Cap Va... | 0.56 | 0.78 | 0.84 | 54 | Small Cap Value Equities | HWSIX vs JESVX | |
| Hotchkis & Wiley International Value Fund | 0.57 | 0.66 | 0.75 | 50 | Foreign Large Cap Equities | HWSIX vs HWNIX | |
| Bridgeway Ultra Small Company Market Fund | 0.68 | 0.75 | 0.77 | 79 | Small Cap Value Equities | HWSIX vs BRSIX | |
| Northern Small Cap Value Fund | 0.74 | 0.86 | 0.89 | 65 | Small Cap Value Equities | HWSIX vs NOSGX |
See all 61 diversifiers for HWSIX
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