Looking to diversify beyond HWTIX? The mutual funds below have the lowest correlation with HWTIX — 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 HWTIX.
Best Diversifiers for HWTIX
0 mutual funds have low correlation with HWTIX (below 0.3), 0 of which are negatively correlated. The least correlated is Hotchkis & Wiley Mid-Cap Value Fund (HWMIX) (Mid Cap Value Equities) with a 1Y correlation of 0.45, down from 0.68 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Hotchkis & Wiley Mid-Cap Value Fund | 0.45 | 0.58 | 0.68 | 57 | Mid Cap Value Equities | HWTIX vs HWMIX | |
| Hotchkis & Wiley Small Cap Diversified Value Fund | 0.51 | 0.58 | 0.66 | 56 | Small Cap Value Equities | HWTIX vs HWVIX | |
| Hotchkis & Wiley Large Cap Value Fund | 0.53 | 0.59 | 0.70 | 71 | Large Cap Value Equities | HWTIX vs HWLIX | |
| Hotchkis & Wiley Diversified Value Fund | 0.53 | 0.60 | 0.71 | 65 | Large Cap Value Equities | HWTIX vs HWCIX | |
| Hood River International Opportunity Fund | 0.64 | 0.68 | — | 89 | Foreign Small & Mid Cap Equities | HWTIX vs HRIOX |
See all 12 diversifiers for HWTIX
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