Looking to diversify beyond PCFAX? The mutual funds below have the lowest correlation with PCFAX — 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 PCFAX.
Best Diversifiers for PCFAX
0 mutual funds have low correlation with PCFAX (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 0.61 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Aegis Value Fund | 0.42 | 0.51 | 0.61 | 87 | Small Cap Value Equities | PCFAX vs AVALX | |
| Bridgeway Ultra Small Company Market Fund | 0.75 | 0.78 | 0.80 | 76 | Small Cap Value Equities | PCFAX vs BRSIX | |
| Third Avenue Small Cap Value Fund | 0.78 | 0.77 | 0.82 | 80 | Small Cap Value Equities | PCFAX vs TASCX | |
| VY Columbia Small Cap Value II Portfolio | 0.81 | 0.85 | 0.89 | 87 | Small Cap Value Equities | PCFAX vs ICISX | |
| Invesco Small Cap Value Fund | 0.82 | 0.86 | 0.90 | 87 | Small Cap Value Equities | PCFAX vs VSCAX |
See all 27 diversifiers for PCFAX
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