Looking to diversify beyond RYTRX? The mutual funds below have historically moved differently from RYTRX, 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 RYTRX
1 mutual funds have low correlation with RYTRX (below 0.3), 0 of which are negatively correlated. The least correlated is Aegis Value Fund Class I (AVALX) (Small Cap Value Equities) with a 1Y correlation of 0.23, down from 0.51 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Aegis Value Fund Class I | 0.23 | 0.41 | 0.51 | 95 | Small Cap Value Equities | RYTRX vs AVALX | |
| Invesco Small Cap Value Fund | 0.57 | 0.76 | 0.83 | 83 | Small Cap Value Equities | RYTRX vs VSCAX | |
| Royce Smaller-Companies Growth Fund | 0.63 | 0.75 | 0.77 | 57 | Small Cap Growth Equities | RYTRX vs RYVPX | |
| Bridgeway Ultra Small Company Market Fund | 0.64 | 0.76 | 0.77 | 76 | Small Cap Value Equities | RYTRX vs BRSIX | |
| Sit Small Cap Dividend Growth Fund | 0.65 | 0.83 | 0.89 | 74 | Small Cap Blend Equities | RYTRX vs SSCDX |
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