Looking to diversify beyond DFIVX? The mutual funds below have historically moved differently from DFIVX, 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 DFIVX
22 mutual funds have low correlation with DFIVX (below 0.3), 3 of which are negatively correlated. The least correlated is DFA California Municipal Real Return Portfolio (DCARX) (Municipal Bonds) with a 1Y correlation of -0.09, down from 0.14 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA California Municipal Real Return Portfolio | -0.09 | 0.03 | 0.14 | 89 | Municipal Bonds | DFIVX vs DCARX | |
| DFA Municipal Real Return Portfolio | -0.07 | 0.07 | 0.17 | 92 | Municipal Bonds | DFIVX vs DMREX | |
| Vanguard Market Neutral Fund Investor Shares | -0.01 | -0.04 | 0.04 | 97 | Long-Short | DFIVX vs VMNFX | |
| DFA Short Term Municipal Bond Portfolio | 0.08 | 0.03 | 0.03 | 100 | Municipal Bonds | DFIVX vs DFSMX | |
| DFA Commodity Strategy Portfolio | 0.09 | 0.23 | 0.32 | 82 | Commodities | DFIVX vs DCMSX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for DFIVX, 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 Johnson & Johnson (JNJ) (Healthcare) with a 1Y correlation of 0.10, roughly unchanged from 0.20 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Johnson & Johnson | 0.10 | 0.17 | 0.20 | 96 | Healthcare | |
| Berkshire Hathaway Inc. | 0.13 | 0.33 | 0.48 | 61 | Financial Services | |
| Arm Holdings plc American Depositary Shares | 0.36 | — | — | 75 | Technology |
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