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Keeley Small-Mid Cap Value Fund (KSMIX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 3, 2026

The advisor intends to pursue its investment objective by investing in equity securities of companies with small or mid-sized market capitalizations. Under normal market conditions, the fund will invest no less than 80% of its net assets (plus the amount of any borrowings for investment purposes) in common stocks and other equity type securities (including preferred stock, convertible debt securities and warrants) of "small cap" or "mid cap" companies, which the Adviser currently defines as securities within the range of the Russell 2500 Value Index at the time of investment.

Looking to diversify beyond KSMIX? The mutual funds below have the lowest correlation with KSMIX — 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 KSMIX.

Best Diversifiers for KSMIX

0 mutual funds have low correlation with KSMIX (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 0.75, down from 0.89 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
HWMIX
Hotchkis & Wiley Mid-Cap Value Fund0.750.850.89
62
Mid Cap Value EquitiesKSMIX vs HWMIX
GTTMX
Glenmede Quantitative U.S. Total Market Equity Por...0.760.840.89
59
Mid Cap Value EquitiesKSMIX vs GTTMX
VVOIX
Invesco Value Opportunities Fund Class Y0.800.840.89
81
Mid Cap Value EquitiesKSMIX vs VVOIX
VVOAX
Invesco Value Opportunities Fund0.800.840.89
80
Mid Cap Value EquitiesKSMIX vs VVOAX
UMCVX
Invesco V.I. American Value Fund0.810.850.89
80
Mid Cap Value EquitiesKSMIX vs UMCVX
See all 22 diversifiers for KSMIX

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Diversification Analysis

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