Looking to diversify beyond CDSRX? The mutual funds below have the lowest correlation with CDSRX — 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 CDSRX.
Best Diversifiers for CDSRX
9 mutual funds have low correlation with CDSRX (below 0.3), 1 of which are negatively correlated. The least correlated is DFA Two-Year Fixed Income Portfolio (DFCFX) (Short-Term Bond) with a 1Y correlation of -0.01, down from 0.31 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA Two-Year Fixed Income Portfolio | -0.01 | 0.01 | 0.31 | 66 | Short-Term Bond | CDSRX vs DFCFX | |
| Calvert Emerging Markets Equity Fund | 0.12 | 0.09 | 0.14 | 90 | Emerging Markets Diversified | CDSRX vs CVMIX | |
| Leader Short Term High Yield Bond Fund | 0.18 | 0.18 | 0.28 | 75 | Short-Term Bond | CDSRX vs LCCMX | |
| Calvert US Large-Cap Growth Responsible Index Fund | 0.22 | 0.14 | 0.19 | 53 | Large Cap Growth Equities | CDSRX vs CGJIX | |
| Calvert Global Energy Solutions Fund | 0.24 | 0.24 | 0.27 | 89 | Global Equities | CDSRX vs CAEIX |
See all 25 diversifiers for CDSRX
To view more results, upgrade your current subscription plan.
Diversification Analysis
Build a portfolio that complements CDSRX
Add CDSRX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with CDSRX