Looking to diversify beyond DFSHX? The mutual funds below have historically moved differently from DFSHX, 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 DFSHX
0 mutual funds have low correlation with DFSHX (below 0.3), 0 of which are negatively correlated. The least correlated is DFA Two Year Global Fixed Income Portfolio (DFGFX) (Global Bonds) with a 1Y correlation of 0.31, down from 0.49 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA Two Year Global Fixed Income Portfolio | 0.31 | 0.17 | 0.49 | 100 | Global Bonds | DFSHX vs DFGFX | |
| DFA U.S. Large Cap Value Portfolio | 0.35 | 0.19 | 0.15 | 95 | Large Cap Value Equities | DFSHX vs DFLVX | |
| DFA U.S. Small Cap Value Portfolio I | 0.35 | 0.21 | 0.15 | 85 | Small Cap Value Equities | DFSHX vs DFSVX | |
| DFA U.S. Targeted Value Portfolio Institutional Cl... | 0.37 | 0.22 | 0.16 | 84 | Small Cap Value Equities | DFSHX vs DFFVX | |
| Destinations Global Fixed Income Opportunities Fun... | 0.41 | 0.27 | 0.33 | 98 | Global Bonds | DFSHX vs DGFFX |
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