Looking to diversify beyond PFSVX? The mutual funds below have historically moved differently from PFSVX, 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 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 Class I (AVALX) (Small Cap Value Equities) with a 1Y correlation of 0.41, down from 0.53 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 | 0.41 | 0.46 | 0.53 | 94 | Small Cap Value Equities | PFSVX vs AVALX | |
| iMGP High Income Alternatives Fund | 0.53 | 0.45 | 0.50 | 95 | Nontraditional Bonds | PFSVX vs MAHIX | |
| Palm Valley Capital Fund Investor Class | 0.56 | 0.62 | 0.61 | 73 | Small Cap Value Equities | PFSVX vs PVCMX | |
| North Star Dividend Fund | 0.65 | 0.75 | 0.82 | 74 | Small Cap Value Equities | PFSVX vs NSDVX | |
| Bridgeway Ultra Small Company Market Fund | 0.68 | 0.77 | 0.78 | 75 | Small Cap Value Equities | PFSVX vs BRSIX |
To view more results, upgrade your current subscription plan.
Build a portfolio that complements PFSVX
Add PFSVX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with PFSVX