Looking to diversify beyond DFCMX? The mutual funds below have historically moved differently from DFCMX, 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 DFCMX
161 mutual funds have low correlation with DFCMX (below 0.3), 7 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 -0.07, down from 0.03 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA U.S. Small Cap Value Portfolio I | -0.07 | -0.01 | 0.03 | 90 | Small Cap Value Equities | DFCMX vs DFSVX | |
| DFA U.S. Targeted Value Portfolio Institutional Cl... | -0.07 | -0.01 | 0.04 | 90 | Small Cap Value Equities | DFCMX vs DFFVX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.07 | 0.04 | 0.06 | 99 | Municipal Bonds | DFCMX vs TFCYX | |
| DFA U.S. Large Cap Value Portfolio | -0.06 | 0.01 | 0.05 | 97 | Large Cap Value Equities | DFCMX vs DFLVX | |
| Federated Hermes Conservative Municipal Microshort... | -0.03 | 0.06 | 0.06 | 99 | Municipal Bonds | DFCMX vs FHMIX |
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