Looking to diversify beyond DFJSX? The mutual funds below have historically moved differently from DFJSX, 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 DFJSX
0 mutual funds have low correlation with DFJSX (below 0.3), 0 of which are negatively correlated. The least correlated is DFA U.S. Small Cap Value Portfolio I (DFSVX) (Small Cap Value Equities) with a 1Y correlation of 0.31, down from 0.46 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA U.S. Small Cap Value Portfolio I | 0.31 | 0.41 | 0.46 | 85 | Small Cap Value Equities | DFJSX vs DFSVX | |
| DFA U.S. Targeted Value Portfolio Institutional Cl... | 0.32 | 0.42 | 0.46 | 84 | Small Cap Value Equities | DFJSX vs DFFVX | |
| DFA U.S. Small Cap Portfolio | 0.41 | 0.46 | 0.50 | 72 | Small Cap Blend Equities | DFJSX vs DFSTX | |
| DFA U.S. Large Cap Value Portfolio | 0.42 | 0.44 | 0.49 | 96 | Large Cap Value Equities | DFJSX vs DFLVX | |
| Matthews Asia ESG Fund | 0.45 | 0.44 | 0.45 | 68 | Asia Pacific Equities | DFJSX vs MASGX |
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