Looking to diversify beyond DFRSX? The mutual funds below have the lowest correlation with DFRSX — they tend to move on their own, which can help reduce risk when the rest of your portfolio drops. The stock ideas table highlights individual companies that behave independently from DFRSX.
Best Diversifiers for DFRSX
0 mutual funds have low correlation with DFRSX (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 0.47, down from 0.61 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA U.S. Small Cap Value Portfolio I | 0.47 | 0.57 | 0.61 | 61 | Small Cap Value Equities | DFRSX vs DFSVX | |
| DFA U.S. Targeted Value Portfolio | 0.48 | 0.58 | 0.62 | 59 | Small Cap Value Equities | DFRSX vs DFFVX | |
| DFA U.S. Large Cap Value Portfolio | 0.51 | 0.58 | 0.65 | 91 | Large Cap Value Equities | DFRSX vs DFLVX | |
| DFA U.S. Small Cap Portfolio | 0.54 | 0.60 | 0.63 | 58 | Small Cap Blend Equities | DFRSX vs DFSTX | |
| Matthews Asia Innovators Fund | 0.57 | 0.62 | 0.63 | 97 | Asia Pacific Equities | DFRSX vs MATFX |
See all 26 diversifiers for DFRSX
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