Looking to diversify beyond DFUSX? The mutual funds below have historically moved differently from DFUSX, 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 DFUSX
23 mutual funds have low correlation with DFUSX (below 0.3), 4 of which are negatively correlated. The least correlated is DFA Commodity Strategy Portfolio (DCMSX) (Commodities) with a 1Y correlation of -0.07, down from 0.14 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA Commodity Strategy Portfolio | -0.07 | 0.05 | 0.14 | 80 | Commodities | DFUSX vs DCMSX | |
| DFA California Municipal Real Return Portfolio | -0.06 | 0.01 | 0.11 | 91 | Municipal Bonds | DFUSX vs DCARX | |
| DFA Municipal Real Return Portfolio | -0.04 | 0.05 | 0.13 | 94 | Municipal Bonds | DFUSX vs DMREX | |
| Vanguard Commodity Strategy Fund Admiral Shares | -0.01 | 0.08 | 0.16 | 68 | Commodities | DFUSX vs VCMDX | |
| DFA California Short Term Municipal Bond Portfolio | 0.05 | 0.03 | 0.07 | 99 | Municipal Bonds | DFUSX vs DFCMX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for DFUSX, and a Risk / Return Rank of 50 or higher. Treat them as research candidates rather than evidence that they will offset a future decline. The least correlated is NVIDIA Corporation (NVDA) (Technology) with a 1Y correlation of 0.59, roughly unchanged from 0.69 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| NVIDIA Corporation | 0.59 | 0.63 | 0.69 | 56 | Technology |
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