Looking to diversify beyond DFCEX? The mutual funds below have historically moved differently from DFCEX, 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 DFCEX
8 mutual funds have low correlation with DFCEX (below 0.3), 0 of which are negatively correlated. The least correlated is DFA Real Estate Securities Portfolio Class I (DFREX) (REIT) with a 1Y correlation of 0.02, down from 0.34 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA Real Estate Securities Portfolio Class I | 0.02 | 0.24 | 0.34 | 53 | REIT | DFCEX vs DFREX | |
| Vanguard Short-Term Inflation-Protected Securities... | 0.10 | 0.07 | 0.11 | 91 | Inflation-Protected Bonds | DFCEX vs VTAPX | |
| DFA Global Real Estate Securities Portfolio | 0.15 | 0.33 | 0.43 | 50 | REIT | DFCEX vs DFGEX | |
| Goldman Sachs GQG Partners International Opportuni... | 0.20 | 0.51 | 0.62 | 56 | Foreign Large Cap Equities, Emerging Markets Equities | DFCEX vs GSIYX | |
| Vanguard Intermediate-Term Tax-Exempt Fund Admiral... | 0.23 | 0.12 | 0.13 | 67 | Municipal Bonds | DFCEX vs VWIUX |
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