Looking to diversify beyond DFFVX? The mutual funds below have the lowest correlation with DFFVX — 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 DFFVX.
Best Diversifiers for DFFVX
22 mutual funds have low correlation with DFFVX (below 0.3), 3 of which are negatively correlated. The least correlated is DFA California Short Term Municipal Bond Portfolio (DFCMX) (Municipal Bonds) with a 1Y correlation of -0.08, down from 0.04 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA California Short Term Municipal Bond Portfolio | -0.08 | -0.00 | 0.04 | 99 | Municipal Bonds | DFFVX vs DFCMX | |
| DFA California Municipal Real Return Portfolio | -0.05 | 0.04 | 0.16 | 96 | Municipal Bonds | DFFVX vs DCARX | |
| DFA Municipal Real Return Portfolio | -0.00 | 0.08 | 0.17 | 95 | Municipal Bonds | DFFVX vs DMREX | |
| Vanguard Short-Term Inflation-Protected Securities... | 0.00 | 0.11 | 0.14 | 94 | Inflation-Protected Bonds | DFFVX vs VTAPX | |
| DFA Commodity Strategy Portfolio | 0.01 | 0.12 | 0.22 | 81 | Commodities | DFFVX vs DCMSX |
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Low-Correlation Stock Ideas
If you're looking for individual stocks that move independently from DFFVX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to DFFVX and solid risk/return profiles. The least correlated is Apple Inc (AAPL) (Technology) with a 1Y correlation of 0.34, roughly unchanged from 0.39 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Apple Inc | 0.34 | 0.30 | 0.39 | 89 | Technology |
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