Looking to diversify beyond DEMSX? The mutual funds below have historically moved differently from DEMSX, 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 DEMSX
3 mutual funds have low correlation with DEMSX (below 0.3), 0 of which are negatively correlated. The least correlated is DFA Real Estate Securities Portfolio Class I (DFREX) (REIT) with a 1Y correlation of 0.04, down from 0.34 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA Real Estate Securities Portfolio Class I | 0.04 | 0.24 | 0.34 | 53 | REIT | DEMSX vs DFREX | |
| Goldman Sachs GQG Partners International Opportuni... | 0.20 | 0.47 | 0.58 | 56 | Foreign Large Cap Equities, Emerging Markets Equities | DEMSX vs GSIYX | |
| The Cook & Bynum Fund | 0.23 | 0.34 | 0.43 | 66 | Emerging Markets Equities | DEMSX vs COBYX | |
| DFA U.S. Small Cap Value Portfolio I | 0.33 | 0.42 | 0.49 | 85 | Small Cap Value Equities | DEMSX vs DFSVX | |
| DFA U.S. Targeted Value Portfolio Institutional Cl... | 0.34 | 0.43 | 0.50 | 84 | Small Cap Value Equities | DEMSX vs DFFVX |
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