Looking to diversify beyond PFSLX? The mutual funds below have historically moved differently from PFSLX, which may reduce portfolio volatility when combined in a suitable allocation. The stock ideas table highlights individual companies with the same low-correlation characteristics. Correlation can change and does not guarantee that one asset will rise when another falls.
Best Diversifiers for PFSLX
0 mutual funds have low correlation with PFSLX (below 0.3), 0 of which are negatively correlated. The least correlated is Aegis Value Fund Class I (AVALX) (Small Cap Value Equities) with a 1Y correlation of 0.39, roughly unchanged from 0.48 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Aegis Value Fund Class I | 0.39 | 0.42 | 0.48 | 94 | Small Cap Value Equities | PFSLX vs AVALX | |
| Victory RS Investors Fund | 0.49 | 0.61 | 0.69 | 73 | Mid Cap Blend Equities | PFSLX vs RSINX | |
| Gabelli Value 25 Fund | 0.53 | 0.63 | 0.73 | 80 | Mid Cap Blend Equities | PFSLX vs GABVX | |
| 13D Activist Fund | 0.60 | 0.70 | 0.78 | 78 | Mid Cap Blend Equities | PFSLX vs DDDIX | |
| Royce Dividend Value Fund | 0.61 | 0.74 | 0.80 | 65 | Mid Cap Blend Equities | PFSLX vs RYDVX |
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