Looking to diversify beyond DFAAX? The mutual funds below have the lowest correlation with DFAAX — 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 DFAAX.
Best Diversifiers for DFAAX
0 mutual funds have low correlation with DFAAX (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 0.36, roughly unchanged from 0.26 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA U.S. Small Cap Value Portfolio I | 0.36 | 0.31 | 0.26 | 61 | Small Cap Value Equities | DFAAX vs DFSVX | |
| DFA U.S. Large Cap Value Portfolio | 0.36 | 0.30 | 0.27 | 92 | Large Cap Value Equities | DFAAX vs DFLVX | |
| DFA U.S. Targeted Value Portfolio | 0.36 | 0.32 | 0.26 | 59 | Small Cap Value Equities | DFAAX vs DFFVX | |
| DFA International Value Portfolio Institutional Cl... | 0.41 | 0.32 | 0.28 | 83 | Foreign Large Cap Equities | DFAAX vs DFIVX | |
| Allspring Real Return Fund | 0.41 | 0.54 | 0.65 | 88 | Inflation-Protected Bonds | DFAAX vs IPBAX |
See all 23 diversifiers for DFAAX
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