Looking to diversify beyond PFSVX? The mutual funds below have the lowest correlation with PFSVX — 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 PFSVX.
Best Diversifiers for PFSVX
0 mutual funds have low correlation with PFSVX (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 0.45, down from 0.55 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Aegis Value Fund | 0.45 | 0.48 | 0.55 | 87 | Small Cap Value Equities | PFSVX vs AVALX | |
| iMGP High Income Alternatives Fund | 0.48 | 0.45 | 0.49 | 95 | Nontraditional Bonds | PFSVX vs MAHIX | |
| Bridgeway Ultra Small Company Market Fund | 0.73 | 0.79 | 0.79 | 76 | Small Cap Value Equities | PFSVX vs BRSIX | |
| Third Avenue Small Cap Value Fund | 0.79 | 0.75 | 0.82 | 80 | Small Cap Value Equities | PFSVX vs TASCX | |
| Royce Special Equity Fund | 0.81 | 0.85 | 0.88 | 83 | Small Cap Value Equities | PFSVX vs RYSEX |
See all 25 diversifiers for PFSVX
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