Looking to diversify beyond DFCSX? The mutual funds below have historically moved differently from DFCSX, 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 DFCSX
0 mutual funds have low correlation with DFCSX (below 0.3), 0 of which are negatively correlated. The least correlated is The Central and Eastern Europe Fund (CEE) (Europe Equities) with a 1Y correlation of 0.42, roughly unchanged from 0.34 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| The Central and Eastern Europe Fund | 0.42 | 0.36 | 0.34 | 52 | Europe Equities | DFCSX vs CEE | |
| DFA U.S. Small Cap Value Portfolio I | 0.56 | 0.57 | 0.62 | 88 | Small Cap Value Equities | DFCSX vs DFSVX | |
| DFA U.S. Targeted Value Portfolio Institutional Cl... | 0.57 | 0.58 | 0.64 | 88 | Small Cap Value Equities | DFCSX vs DFFVX | |
| DFA U.S. Large Cap Value Portfolio | 0.61 | 0.57 | 0.64 | 97 | Large Cap Value Equities | DFCSX vs DFLVX | |
| DFA U.S. Small Cap Portfolio | 0.64 | 0.61 | 0.65 | 78 | Small Cap Blend Equities | DFCSX vs DFSTX |
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