Looking to diversify beyond DFQTX? The mutual funds below have historically moved differently from DFQTX, 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 DFQTX
20 mutual funds have low correlation with DFQTX (below 0.3), 3 of which are negatively correlated. The least correlated is DFA Commodity Strategy Portfolio (DCMSX) (Commodities) with a 1Y correlation of -0.08, down from 0.16 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA Commodity Strategy Portfolio | -0.08 | 0.06 | 0.16 | 80 | Commodities | DFQTX vs DCMSX | |
| DFA California Municipal Real Return Portfolio | -0.06 | 0.02 | 0.12 | 91 | Municipal Bonds | DFQTX vs DCARX | |
| DFA Municipal Real Return Portfolio | -0.06 | 0.05 | 0.14 | 94 | Municipal Bonds | DFQTX vs DMREX | |
| DFA California Short Term Municipal Bond Portfolio | 0.02 | 0.02 | 0.06 | 99 | Municipal Bonds | DFQTX vs DFCMX | |
| DFA MN Municipal Bond Portfolio | 0.11 | 0.12 | 0.11 | 93 | Municipal Bonds | DFQTX vs DMNBX |
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