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
1 mutual funds have low correlation with DFAAX (below 0.3), 1 of which are negatively correlated. The least correlated is SEI Multi-Asset Real Return Fund Class A (SEIAX) (Inflation-Protected Bonds) with a 1Y correlation of -0.04, down from 0.33 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| SEI Multi-Asset Real Return Fund Class A | -0.04 | 0.22 | 0.33 | 66 | Inflation-Protected Bonds | DFAAX vs SEIAX | |
| DFA U.S. Small Cap Value Portfolio I | 0.35 | 0.32 | 0.27 | 55 | Small Cap Value Equities | DFAAX vs DFSVX | |
| DFA U.S. Large Cap Value Portfolio | 0.36 | 0.31 | 0.27 | 91 | Large Cap Value Equities | DFAAX vs DFLVX | |
| DFA U.S. Targeted Value Portfolio Institutional Cl... | 0.36 | 0.32 | 0.27 | 55 | Small Cap Value Equities | DFAAX vs DFFVX | |
| DFA International Value Portfolio Institutional Cl... | 0.41 | 0.33 | 0.28 | 83 | Foreign Large Cap Equities | DFAAX vs DFIVX |
See all 27 diversifiers for DFAAX
To view more results, upgrade your current subscription plan.
Diversification Analysis
Build a portfolio that complements DFAAX
Add DFAAX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with DFAAX