Looking to diversify beyond DFCEX? The mutual funds below have the lowest correlation with DFCEX — 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 DFCEX.
Best Diversifiers for DFCEX
2 mutual funds have low correlation with DFCEX (below 0.3), 1 of which are negatively correlated. The least correlated is Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares (VTAPX) (Inflation-Protected Bonds) with a 1Y correlation of -0.03, down from 0.10 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Vanguard Short-Term Inflation-Protected Securities... | -0.03 | 0.05 | 0.10 | 94 | Inflation-Protected Bonds | DFCEX vs VTAPX | |
| Vanguard Intermediate-Term Tax-Exempt Fund Admiral... | 0.17 | 0.12 | 0.12 | 70 | Municipal Bonds | DFCEX vs VWIUX | |
| DFA Short-Term Extended Quality Portfolio | 0.33 | 0.13 | 0.11 | 96 | Short-Term Bond | DFCEX vs DFEQX | |
| DFA U.S. Small Cap Value Portfolio I | 0.40 | 0.48 | 0.53 | 61 | Small Cap Value Equities | DFCEX vs DFSVX | |
| DFA U.S. Targeted Value Portfolio | 0.40 | 0.48 | 0.54 | 56 | Small Cap Value Equities | DFCEX vs DFFVX |
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