Looking to diversify beyond RYOTX? The mutual funds below have historically moved differently from RYOTX, which may reduce portfolio volatility when combined in a suitable allocation. The stock ideas table highlights individual companies with the same low-correlation characteristics. Correlation can change and does not guarantee that one asset will rise when another falls.
Best Diversifiers for RYOTX
0 mutual funds have low correlation with RYOTX (below 0.3), 0 of which are negatively correlated. The least correlated is Federated Hermes MDT Small Cap Core Fund (QISCX) (Small Cap Blend Equities) with a 1Y correlation of 0.37, down from 0.76 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Federated Hermes MDT Small Cap Core Fund | 0.37 | 0.62 | 0.76 | 67 | Small Cap Blend Equities | RYOTX vs QISCX | |
| Royce Special Equity Fund | 0.65 | 0.80 | 0.83 | 94 | Small Cap Value Equities | RYOTX vs RYSEX | |
| DFA International Small Company Portfolio | 0.67 | 0.66 | 0.70 | 60 | Foreign Small & Mid Cap Equities, Small Cap Blend Equities | RYOTX vs DFISX | |
| Loomis Sayles Small Cap Value Fund | 0.68 | 0.83 | 0.87 | 72 | Small Cap Blend Equities | RYOTX vs LSSCX | |
| Natixis Funds Trust I Vaughan Nelson Small Cap Val... | 0.70 | 0.75 | 0.82 | 62 | Small Cap Blend Equities | RYOTX vs NEFJX |
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