Looking to diversify beyond DFRSX? The mutual funds below have historically moved differently from DFRSX, 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 DFRSX
0 mutual funds have low correlation with DFRSX (below 0.3), 0 of which are negatively correlated. The least correlated is Morgan Stanley China A Share Fund (CAF) (China Equities) with a 1Y correlation of 0.43, roughly unchanged from 0.49 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Morgan Stanley China A Share Fund | 0.43 | 0.43 | 0.49 | 73 | China Equities, Asia Pacific Equities | DFRSX vs CAF | |
| DFA U.S. Small Cap Value Portfolio I | 0.43 | 0.55 | 0.61 | 85 | Small Cap Value Equities | DFRSX vs DFSVX | |
| DFA U.S. Targeted Value Portfolio Institutional Cl... | 0.45 | 0.56 | 0.62 | 84 | Small Cap Value Equities | DFRSX vs DFFVX | |
| DFA U.S. Large Cap Value Portfolio | 0.49 | 0.57 | 0.65 | 96 | Large Cap Value Equities | DFRSX vs DFLVX | |
| DFA U.S. Small Cap Portfolio | 0.52 | 0.59 | 0.63 | 72 | Small Cap Blend Equities | DFRSX vs DFSTX |
To view more results, upgrade your current subscription plan.
Build a portfolio that complements DFRSX
Add DFRSX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with DFRSX