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Reinhart Genesis PMV Fund (RPMAX) Diversifiers

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

The investment seeks long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities issued by small and mid-capitalization companies. Its investment strategy utilizes the Adviser's proprietary Private Market Value ("PMV") methodology to determine a company's true intrinsic value, which is the amount an acquirer would be willing to pay for the entire company. The fund may invest up to 20% of its net assets in securities of foreign issuers, real estate investment trusts and securities of other investment companies, including exchange-traded funds.

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

Best Diversifiers for RPMAX

0 mutual funds have low correlation with RPMAX (below 0.3), 0 of which are negatively correlated. The least correlated is Auer Growth Fund (AUERX) (Small Cap Blend Equities) with a 1Y correlation of 0.66, roughly unchanged from 0.76 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
AUERX
Auer Growth Fund0.660.710.76
83
Small Cap Blend EquitiesRPMAX vs AUERX
HDPSX
Hodges Small Cap Fund0.730.820.85
80
Small Cap Blend EquitiesRPMAX vs HDPSX
IPSIX
Voya Index Plus SmallCap Portfolio0.770.820.88
86
Small Cap Blend EquitiesRPMAX vs IPSIX
NINLX
Neuberger Berman Intrinsic Value Fund0.790.850.89
87
Small Cap Blend EquitiesRPMAX vs NINLX
WEMMX
TETON Westwood Mighty Mites Fund0.790.850.89
74
Small Cap Blend EquitiesRPMAX vs WEMMX
See all 29 diversifiers for RPMAX

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