Looking to diversify beyond KSDIX? The mutual funds below have the lowest correlation with KSDIX — 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 KSDIX.
Best Diversifiers for KSDIX
0 mutual funds have low correlation with KSDIX (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 0.42, down from 0.58 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Aegis Value Fund | 0.42 | 0.52 | 0.58 | 94 | Small Cap Value Equities | KSDIX vs AVALX | |
| Bridgeway Ultra Small Company Market Fund | 0.69 | 0.77 | 0.79 | 79 | Small Cap Value Equities | KSDIX vs BRSIX | |
| Invesco Small Cap Value Fund | 0.78 | 0.84 | 0.89 | 85 | Small Cap Value Equities | KSDIX vs VSCAX | |
| Royce Special Equity Fund | 0.81 | 0.86 | 0.88 | 69 | Small Cap Value Equities | KSDIX vs RYSEX | |
| Third Avenue Small Cap Value Fund | 0.82 | 0.80 | 0.85 | 77 | Small Cap Value Equities | KSDIX vs TASCX |
See all 19 diversifiers for KSDIX
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