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Virtus NFJ Small-Cap Value Fund (PSVIX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 3, 2026

The investment seeks long-term growth of capital and income. The fund normally invests at least 80% of its net assets (plus borrowings made for investment purposes) in common stocks and other equity securities of companies with smaller market capitalizations. The manager currently considers smaller market capitalization companies to be companies with market capitalizations of between $100 million and the greater of $4 billion or the capitalization of the largest company in the Russell 2000 Index. The fund normally invests significantly in securities of companies that the portfolio managers expect will generate income (for example, by paying dividends).

Looking to diversify beyond PSVIX? The mutual funds below have the lowest correlation with PSVIX — 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 PSVIX.

Best Diversifiers for PSVIX

1 mutual funds have low correlation with PSVIX (below 0.3), 0 of which are negatively correlated. The least correlated is Virtus NFJ Emerging Markets Value Fund (AZMIX) (Emerging Markets Diversified) with a 1Y correlation of 0.28, down from 0.44 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
AZMIX
Virtus NFJ Emerging Markets Value Fund0.280.360.44
76
Emerging Markets DiversifiedPSVIX vs AZMIX
ALOIX
Virtus International Small-Cap Fund0.420.510.59
82
Foreign Small & Mid Cap EquitiesPSVIX vs ALOIX
DRGTX
Virtus Technology Fund0.430.450.59
67
Technology EquitiesPSVIX vs DRGTX
ASHIX
Virtus Short Duration High Income Fund0.440.480.51
83
High Yield BondsPSVIX vs ASHIX
AVALX
Aegis Value Fund0.440.500.55
94
Small Cap Value EquitiesPSVIX vs AVALX
See all 23 diversifiers for PSVIX

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