Looking to diversify beyond DFFVX? The mutual funds below have historically moved differently from DFFVX, 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 DFFVX
23 mutual funds have low correlation with DFFVX (below 0.3), 4 of which are negatively correlated. The least correlated is DFA California Short Term Municipal Bond Portfolio (DFCMX) (Municipal Bonds) with a 1Y correlation of -0.07, down from 0.04 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA California Short Term Municipal Bond Portfolio | -0.07 | -0.01 | 0.04 | 99 | Municipal Bonds | DFFVX vs DFCMX | |
| DFA California Municipal Real Return Portfolio | -0.05 | 0.04 | 0.15 | 91 | Municipal Bonds | DFFVX vs DCARX | |
| DFA Municipal Real Return Portfolio | -0.02 | 0.06 | 0.16 | 94 | Municipal Bonds | DFFVX vs DMREX | |
| DFA Commodity Strategy Portfolio | -0.02 | 0.09 | 0.20 | 80 | Commodities | DFFVX vs DCMSX | |
| Vanguard Short-Term Inflation-Protected Securities... | 0.06 | 0.11 | 0.14 | 91 | Inflation-Protected Bonds | DFFVX vs VTAPX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for DFFVX, and a Risk / Return Rank of 50 or higher. Treat them as research candidates rather than evidence that they will offset a future decline. The least correlated is Apple Inc (AAPL) (Technology) with a 1Y correlation of 0.32, down from 0.46 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Apple Inc | 0.32 | 0.35 | 0.46 | 89 | Technology |
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