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Easterly Snow Capital Small Cap Value Fund (SNWIX) Diversifiers

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

The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets, at cost, in equity securities of companies with market capitalizations in the range of the Russell 2000 Value Index ("small-cap companies"). Its investments in equity securities may include common and preferred stocks, convertible securities, and shares of other investment companies and exchange-traded funds ("ETFs") that invest in equity securities of small-cap companies. In addition to equity securities, the fund may also invest up to 15% of its net assets in U.S. government or U.S. agency obligations.

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

Best Diversifiers for SNWIX

0 mutual funds have low correlation with SNWIX (below 0.3), 0 of which are negatively correlated. The least correlated is Aegis Value Fund (AVALX) (Small Cap Value Equities) with a 1Y correlation of 0.45, down from 0.58 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
AVALX
Aegis Value Fund0.450.510.58
87
Small Cap Value EquitiesSNWIX vs AVALX
BRSIX
Bridgeway Ultra Small Company Market Fund0.710.770.78
76
Small Cap Value EquitiesSNWIX vs BRSIX
RYSEX
Royce Special Equity Fund0.740.820.85
83
Small Cap Value EquitiesSNWIX vs RYSEX
BSCMX
Brandes Small Cap Value Fund0.760.810.83
84
Small Cap Value EquitiesSNWIX vs BSCMX
TASCX
Third Avenue Small Cap Value Fund0.760.750.80
80
Small Cap Value EquitiesSNWIX vs TASCX
See all 26 diversifiers for SNWIX

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