Looking to diversify beyond DFAPX? The mutual funds below have the lowest correlation with DFAPX — 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 DFAPX.
Best Diversifiers for DFAPX
2 mutual funds have low correlation with DFAPX (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 0.25, up from 0.08 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA U.S. Small Cap Value Portfolio I | 0.25 | 0.21 | 0.08 | 61 | Small Cap Value Equities | DFAPX vs DFSVX | |
| DFA U.S. Targeted Value Portfolio | 0.26 | 0.21 | 0.09 | 56 | Small Cap Value Equities | DFAPX vs DFFVX | |
| DFA U.S. Large Company Portfolio | 0.31 | 0.22 | 0.15 | 77 | Large Cap Blend Equities | DFAPX vs DFUSX | |
| DFA US Core Equity 1 Portfolio I | 0.31 | 0.23 | 0.14 | 79 | Large Cap Blend Equities | DFAPX vs DFEOX | |
| DFA U.S. Small Cap Portfolio | 0.31 | 0.24 | 0.13 | 51 | Small Cap Blend Equities | DFAPX vs DFSTX |
See all 13 diversifiers for DFAPX
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