Looking to diversify beyond DFAPX? The mutual funds below have historically moved differently from DFAPX, 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 DFAPX
1 mutual funds have low correlation with DFAPX (below 0.3), 0 of which are negatively correlated. The least correlated is DFA U.S. Large Cap Value Portfolio (DFLVX) (Large Cap Value Equities) with a 1Y correlation of 0.28, up from 0.10 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA U.S. Large Cap Value Portfolio | 0.28 | 0.20 | 0.10 | 96 | Large Cap Value Equities | DFAPX vs DFLVX | |
| DFA U.S. Small Cap Value Portfolio I | 0.32 | 0.22 | 0.11 | 85 | Small Cap Value Equities | DFAPX vs DFSVX | |
| DFA U.S. Targeted Value Portfolio Institutional Cl... | 0.34 | 0.23 | 0.12 | 84 | Small Cap Value Equities | DFAPX vs DFFVX | |
| DFA International Value Portfolio Institutional Cl... | 0.34 | 0.28 | 0.18 | 93 | Foreign Large Cap Equities | DFAPX vs DFIVX | |
| DFA U.S. Large Company Portfolio | 0.35 | 0.23 | 0.16 | 61 | Large Cap Blend Equities | DFAPX vs DFUSX |
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