Looking to diversify beyond DEMSX? The mutual funds below have the lowest correlation with DEMSX — 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 DEMSX.
Best Diversifiers for DEMSX
0 mutual funds have low correlation with DEMSX (below 0.3), 0 of which are negatively correlated. The least correlated is DFA U.S. Small Cap Value Portfolio I (DFSVX) (Small Cap Value Equities) with a 1Y correlation of 0.35, down from 0.49 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA U.S. Small Cap Value Portfolio I | 0.35 | 0.43 | 0.49 | 61 | Small Cap Value Equities | DEMSX vs DFSVX | |
| DFA U.S. Targeted Value Portfolio | 0.36 | 0.44 | 0.50 | 59 | Small Cap Value Equities | DEMSX vs DFFVX | |
| DFA U.S. Large Cap Value III Portfolio | 0.42 | 0.46 | 0.52 | 91 | Large Cap Value Equities | DEMSX vs DFUVX | |
| DFA U.S. Micro Cap Portfolio | 0.43 | 0.47 | 0.52 | 77 | Small Cap Blend Equities | DEMSX vs DFSCX | |
| DFA U.S. Large Cap Value Portfolio | 0.43 | 0.46 | 0.53 | 91 | Large Cap Value Equities | DEMSX vs DFLVX |
See all 44 diversifiers for DEMSX
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