Looking to diversify beyond DCSVX? The mutual funds below have historically moved differently from DCSVX, 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 DCSVX
0 mutual funds have low correlation with DCSVX (below 0.3), 0 of which are negatively correlated. The least correlated is Dunham Monthly Distribution Fund (DAMDX) (Event Driven) with a 1Y correlation of 0.40, roughly unchanged from 0.43 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Dunham Monthly Distribution Fund | 0.40 | 0.42 | 0.43 | 86 | Event Driven | DCSVX vs DAMDX | |
| Aegis Value Fund Class I | 0.47 | 0.53 | 0.58 | 94 | Small Cap Value Equities | DCSVX vs AVALX | |
| Dunham High Yield Bond Fund | 0.53 | 0.48 | 0.46 | 55 | High Yield Bonds | DCSVX vs DCHYX | |
| Dunham International Stock Fund | 0.61 | 0.62 | 0.64 | 89 | Foreign Large Cap Equities | DCSVX vs DCINX | |
| Palm Valley Capital Fund Investor Class | 0.67 | 0.68 | 0.65 | 73 | Small Cap Value Equities | DCSVX vs PVCMX |
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