Looking to diversify beyond VESMX? The mutual funds below have the lowest correlation with VESMX — 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 VESMX.
Best Diversifiers for VESMX
1 mutual funds have low correlation with VESMX (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 0.21, down from 0.76 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Federated Hermes Clover Small Value Fund | 0.21 | 0.57 | 0.76 | 54 | Small Cap Value Equities | VESMX vs VSFAX | |
| Aegis Value Fund | 0.45 | 0.53 | 0.59 | 89 | Small Cap Value Equities | VESMX vs AVALX | |
| John Hancock Variable Insurance Trust Small Cap Va... | 0.62 | 0.76 | 0.84 | 67 | Small Cap Value Equities | VESMX vs JESVX | |
| Bridgeway Ultra Small Company Market Fund | 0.68 | 0.76 | 0.78 | 74 | Small Cap Value Equities | VESMX vs BRSIX | |
| Invesco Small Cap Value Fund | 0.72 | 0.83 | 0.89 | 89 | Small Cap Value Equities | VESMX vs VSCAX |
See all 85 diversifiers for VESMX
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