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Columbia Disciplined Value Fund (RLCAX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jul 11, 2026

The investment seeks to provide shareholders with long-term capital growth. Under normal market conditions, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of companies with market capitalizations greater than $5 billion at the time of purchase or that are within the market capitalization range of companies in the Russell 1000 Value Index (the index) at the time of purchase. The fund may invest in derivatives, such as futures (including equity futures and index futures) for cash equitization purposes.

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

Best Diversifiers for RLCAX

1 mutual funds have low correlation with RLCAX (below 0.3), 0 of which are negatively correlated. The least correlated is Federated Hermes Equity Income Fund (LEIFX) (Large Cap Value Equities) with a 1Y correlation of 0.21, down from 0.76 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
LEIFX
Federated Hermes Equity Income Fund0.210.570.76
71
Large Cap Value EquitiesRLCAX vs LEIFX
LEXCX
Voya Corporate Leaders Trust Fund0.310.590.70
68
Large Cap Value EquitiesRLCAX vs LEXCX
SVAIX
Federated Hermes Strategic Value Dividend Fund0.430.580.70
86
Large Cap Value EquitiesRLCAX vs SVAIX
YAFFX
AMG Yacktman Focused Fund0.480.660.76
86
Large Cap Value EquitiesRLCAX vs YAFFX
CTCAX
Columbia Global Technology Growth Fund Class A0.500.510.62
61
Technology Equities, Large Cap Growth EquitiesRLCAX vs CTCAX
See all 44 diversifiers for RLCAX

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