Looking to diversify beyond DESIX? The mutual funds below have historically moved differently from DESIX, 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 DESIX
2 mutual funds have low correlation with DESIX (below 0.3), 0 of which are negatively correlated. The least correlated is Goldman Sachs GQG Partners International Opportunities Fund Class R6 (GSIYX) (Foreign Large Cap Equities) with a 1Y correlation of 0.18, down from 0.59 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Goldman Sachs GQG Partners International Opportuni... | 0.18 | 0.49 | 0.59 | 51 | Foreign Large Cap Equities, Emerging Markets Equities | DESIX vs GSIYX | |
| The Cook & Bynum Fund | 0.24 | 0.37 | 0.45 | 70 | Emerging Markets Equities | DESIX vs COBYX | |
| DFA U.S. Small Cap Value Portfolio I | 0.38 | 0.45 | 0.51 | 85 | Small Cap Value Equities | DESIX vs DFSVX | |
| DFA U.S. Targeted Value Portfolio Institutional Cl... | 0.38 | 0.46 | 0.52 | 84 | Small Cap Value Equities | DESIX vs DFFVX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 0.43 | 0.65 | 0.73 | 91 | Emerging Markets Equities | DESIX vs ESCIX |
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