Looking to diversify beyond NSMVX? The mutual funds below have the lowest correlation with NSMVX — 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 NSMVX.
Best Diversifiers for NSMVX
0 mutual funds have low correlation with NSMVX (below 0.3), 0 of which are negatively correlated. The least correlated is Auer Growth Fund (AUERX) (Small Cap Blend Equities) with a 1Y correlation of 0.69, roughly unchanged from 0.75 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Auer Growth Fund | 0.69 | 0.72 | 0.75 | 83 | Small Cap Blend Equities | NSMVX vs AUERX | |
| North Star Opportunity Fund | 0.73 | 0.76 | 0.80 | 83 | Diversified Portfolio | NSMVX vs NSOIX | |
| Hodges Small Cap Fund | 0.74 | 0.80 | 0.85 | 80 | Small Cap Blend Equities | NSMVX vs HDPSX | |
| Sit Small Cap Dividend Growth Fund | 0.77 | 0.83 | 0.86 | 72 | Small Cap Blend Equities | NSMVX vs SSCDX | |
| River Oak Discovery Fund | 0.78 | 0.80 | 0.84 | 92 | Small Cap Blend Equities | NSMVX vs RIVSX |
See all 29 diversifiers for NSMVX
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