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Pax Small Cap Fund (PXSCX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 23, 2026

The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of companies that, when purchased, have capitalizations within the range of the Russell 2000 Index as measured by market capitalization. The fund may invest up to 45% of its assets in securities of non-U.S. issuers. It may invest no more than 25% of its assets in securities of non-U.S. issuers other than ADRs.

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

Best Diversifiers for PXSCX

0 mutual funds have low correlation with PXSCX (below 0.3), 0 of which are negatively correlated. The least correlated is Pax High Yield Bond Fund (PAXHX) (High Yield Bonds) with a 1Y correlation of 0.53, roughly unchanged from 0.51 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
PAXHX
Pax High Yield Bond Fund0.530.520.51
71
High Yield BondsPXSCX vs PAXHX
AUERX
Auer Growth Fund0.690.740.76
83
Small Cap Blend EquitiesPXSCX vs AUERX
FXAIX
Fidelity 500 Index Fund0.760.770.82
66
S&P 500PXSCX vs FXAIX
PXWGX
Pax U.S. Sustainable Economy Fund0.790.820.85
70
Large Cap Blend EquitiesPXSCX vs PXWGX
HDPSX
Hodges Small Cap Fund0.800.850.88
80
Small Cap Blend EquitiesPXSCX vs HDPSX
See all 32 diversifiers for PXSCX

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