Looking to diversify beyond DFSHX? The mutual funds below have the lowest correlation with DFSHX — 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 DFSHX.
Best Diversifiers for DFSHX
1 mutual funds have low correlation with DFSHX (below 0.3), 0 of which are negatively correlated. The least correlated is DFA U.S. Large Cap Value Portfolio (DFLVX) (Large Cap Value Equities) with a 1Y correlation of 0.29, up from 0.14 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA U.S. Large Cap Value Portfolio | 0.29 | 0.14 | 0.14 | 90 | Large Cap Value Equities | DFSHX vs DFLVX | |
| DFA U.S. Small Cap Value Portfolio I | 0.31 | 0.18 | 0.13 | 56 | Small Cap Value Equities | DFSHX vs DFSVX | |
| DFA U.S. Targeted Value Portfolio | 0.32 | 0.19 | 0.14 | 50 | Small Cap Value Equities | DFSHX vs DFFVX | |
| Destinations Global Fixed Income Opportunities Fun... | 0.32 | 0.22 | 0.31 | 76 | Global Bonds | DFSHX vs DGFFX | |
| DFA U.S. Large Company Portfolio | 0.37 | 0.19 | 0.19 | 77 | Large Cap Blend Equities | DFSHX vs DFUSX |
To view more results, upgrade your current subscription plan.
Build a portfolio that complements DFSHX
Add DFSHX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with DFSHX