Looking to diversify beyond DELIX? The mutual funds below have the lowest correlation with DELIX — 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 DELIX.
Best Diversifiers for DELIX
12 mutual funds have low correlation with DELIX (below 0.3), 0 of which are negatively correlated. The least correlated is Delaware Opportunity Fund (FIUSX) (Mid Cap Value Equities) with a 1Y correlation of 0.15, roughly unchanged from 0.11 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Delaware Opportunity Fund | 0.15 | 0.16 | 0.11 | 82 | Mid Cap Value Equities | DELIX vs FIUSX | |
| DFA Short Term Municipal Bond Portfolio | 0.15 | 0.23 | 0.33 | 99 | Municipal Bonds | DELIX vs DFSMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.15 | 0.30 | 0.36 | 99 | Municipal Bonds | DELIX vs USMSX | |
| DFA Short-Term Selective State Municipal Bond Port... | 0.16 | 0.28 | — | 100 | Municipal Bonds | DELIX vs DFABX | |
| Delaware Growth and Income Fund | 0.16 | 0.16 | 0.10 | 96 | Large Cap Value Equities | DELIX vs FGINX |
See all 18 diversifiers for DELIX
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