Looking to diversify beyond TASCX? The mutual funds below have historically moved differently from TASCX, 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 TASCX
1 mutual funds have low correlation with TASCX (below 0.3), 0 of which are negatively correlated. The least correlated is Federated Hermes Clover Small Value Fund (VSFAX) (Small Cap Value Equities) with a 1Y correlation of 0.20, down from 0.71 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Federated Hermes Clover Small Value Fund | 0.20 | 0.55 | 0.71 | 71 | Small Cap Value Equities | TASCX vs VSFAX | |
| Aegis Value Fund Class I | 0.38 | 0.44 | 0.52 | 94 | Small Cap Value Equities | TASCX vs AVALX | |
| John Hancock Variable Insurance Trust Small Cap Va... | 0.48 | 0.67 | 0.78 | 75 | Small Cap Value Equities | TASCX vs JESVX | |
| Third Avenue Value Fund | 0.54 | 0.63 | 0.69 | 90 | Global Equities | TASCX vs TAVFX | |
| Invesco Small Cap Value Fund | 0.55 | 0.66 | 0.76 | 76 | Small Cap Value Equities | TASCX vs VSCAX |
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