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DFA Short-Duration Real Return Portfolio (DFAIX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 24, 2026

The fund pursues its investment objective by investing in a combination of debt securities, including inflation-protected securities, and derivative instruments. It will maintain an average portfolio duration of three years or less. It is authorized to invest more than 25% of its total assets in U.S. Treasury bonds, bills and notes, and obligations of federal agencies and instrumentalities.

Looking to diversify beyond DFAIX? The mutual funds below have the lowest correlation with DFAIX — 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 DFAIX.

Best Diversifiers for DFAIX

95 mutual funds have low correlation with DFAIX (below 0.3), 0 of which are negatively correlated. The least correlated is Leader Short Term High Yield Bond Fund (LCCMX) (Short-Term Bond) with a 1Y correlation of 0.05, down from 0.16 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
LCCMX
Leader Short Term High Yield Bond Fund0.050.040.16
80
Short-Term BondDFAIX vs LCCMX
CMFIX
CM Advisors Fixed Income Fund0.080.140.21
70
Short-Term BondDFAIX vs CMFIX
JNSTX
Janus Henderson Short Duration Flexible Bond Fund0.090.160.28
63
Short-Term BondDFAIX vs JNSTX
DFCFX
DFA Two-Year Fixed Income Portfolio0.110.100.30
65
Short-Term BondDFAIX vs DFCFX
DLDFX
Destinations Low Duration Fixed Income Fund0.130.180.24
95
Short-Term BondDFAIX vs DLDFX
See all 109 diversifiers for DFAIX

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Diversification Analysis

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