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Royce Dividend Value Fund (RYDVX) Diversifiers

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

The investment seeks long-term growth of capital and current income. Royce & Associates, LP ("Royce"), the fund's investment adviser, invests the fund's assets primarily in dividend-paying securities of companies with stock market capitalizations up to $15 billion that the advisor believes are trading below its estimate of their current worth. Normally, the fund invests at least 80% of its net assets in equity securities that produce dividend income to the fund, and at least 65% will be issued by companies with stock market capitalizations up to $15 billion at the time of investment.

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

Best Diversifiers for RYDVX

0 mutual funds have low correlation with RYDVX (below 0.3), 0 of which are negatively correlated. The least correlated is Victory Trivalent International Small-Cap Fund Class I (MISIX) (Mid Cap Blend Equities) with a 1Y correlation of 0.57, down from 0.75 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
MISIX
Victory Trivalent International Small-Cap Fund Cla...0.570.680.75
53
Mid Cap Blend Equities, Foreign Small & Mid Cap EquitiesRYDVX vs MISIX
DDDIX
13D Activist Fund0.640.760.82
65
Mid Cap Blend EquitiesRYDVX vs DDDIX
GENIX
Gotham Enhanced Return Fund0.640.720.78
84
Mid Cap Blend EquitiesRYDVX vs GENIX
QCGDX
Quantified Common Ground Fund0.650.770.80
56
Mid Cap Blend EquitiesRYDVX vs QCGDX
TARKX
Tarkio Fund0.690.770.83
62
Mid Cap Blend EquitiesRYDVX vs TARKX
See all 19 diversifiers for RYDVX

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Diversification Analysis

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