Looking to diversify beyond DFISX? The mutual funds below have historically moved differently from DFISX, 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 DFISX
3 mutual funds have low correlation with DFISX (below 0.3), 0 of which are negatively correlated. The least correlated is Vanguard Commodity Strategy Fund Admiral Shares (VCMDX) (Commodities) with a 1Y correlation of 0.10, down from 0.32 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Vanguard Commodity Strategy Fund Admiral Shares | 0.10 | 0.24 | 0.32 | 68 | Commodities | DFISX vs VCMDX | |
| Vanguard Short-Term Inflation-Protected Securities... | 0.12 | 0.23 | 0.24 | 91 | Inflation-Protected Bonds | DFISX vs VTSPX | |
| Vanguard Energy Fund Admiral Shares | 0.14 | 0.38 | 0.50 | 91 | Energy Equities | DFISX vs VGELX | |
| Invesco Limited Term Municipal Income Fund | 0.31 | 0.22 | 0.21 | 86 | Municipal Bonds | DFISX vs AITFX | |
| T. Rowe Price International Bond Fund (USD Hedged) | 0.33 | 0.24 | 0.21 | 51 | Global Bonds | DFISX vs TNBMX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for DFISX, 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 The Coca-Cola Company (KO) (Consumer Defensive) with a 1Y correlation of -0.11, down from 0.20 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| The Coca-Cola Company | -0.11 | 0.09 | 0.20 | 90 | Consumer Defensive | |
| Johnson & Johnson | 0.04 | 0.13 | 0.17 | 97 | Healthcare | |
| Berkshire Hathaway Inc. | 0.10 | 0.30 | 0.43 | 61 | Financial Services | |
| Atai Life Sciences N.V. | 0.23 | 0.33 | 0.34 | 74 | Healthcare | |
| GH Research PLC | 0.29 | 0.19 | 0.18 | 84 | Healthcare |
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