Looking to diversify beyond MAVKX? The mutual funds below have the lowest correlation with MAVKX — 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 MAVKX.
Best Diversifiers for MAVKX
0 mutual funds have low correlation with MAVKX (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 0.40, roughly unchanged from 0.49 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Aegis Value Fund | 0.40 | 0.47 | 0.49 | 87 | Small Cap Value Equities | MAVKX vs AVALX | |
| Mutual of America Composite Fund | 0.66 | 0.68 | 0.74 | 86 | Diversified Portfolio | MAVKX vs MACHX | |
| Bridgeway Ultra Small Company Market Fund | 0.67 | 0.75 | 0.73 | 76 | Small Cap Value Equities | MAVKX vs BRSIX | |
| Invesco Small Cap Value Fund | 0.70 | 0.78 | 0.77 | 87 | Small Cap Value Equities | MAVKX vs VSCAX | |
| Royce Special Equity Fund | 0.70 | 0.81 | 0.78 | 83 | Small Cap Value Equities | MAVKX vs RYSEX |
See all 30 diversifiers for MAVKX
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