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DFA U.S. Large Cap Value III Portfolio (DFUVX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 23, 2026

The U.S. Value Portfolio is a Feeder Portfolio and pursues its objective by investing substantially all of its assets in its corresponding master fund, the U.S. Large Cap Value Series (the "U.S. Value Series") of the DFA Investment Trust Company (the "Trust"), which has the same investment objective and policies as the U.S. Value Portfolio. As a non-fundamental policy, under normal circumstances, the U.S. Value Series will invest at least 80% of its net assets in securities of large cap U.S. companies.

Looking to diversify beyond DFUVX? The mutual funds below have the lowest correlation with DFUVX — 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 DFUVX.

Best Diversifiers for DFUVX

0 mutual funds have low correlation with DFUVX (below 0.3), 0 of which are negatively correlated. The least correlated is DFA Emerging Markets Value Portfolio (DFEVX) (Emerging Markets Diversified) with a 1Y correlation of 0.44, down from 0.56 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
DFEVX
DFA Emerging Markets Value Portfolio0.440.490.56
88
Emerging Markets DiversifiedDFUVX vs DFEVX
DFEMX
DFA Emerging Markets Portfolio0.480.500.56
90
Emerging Markets DiversifiedDFUVX vs DFEMX
SVAIX
Federated Hermes Strategic Value Dividend Fund0.510.620.72
78
Large Cap Value EquitiesDFUVX vs SVAIX
HDCTX
Rational Equity Armor Fund0.520.570.69
55
Large Cap Value EquitiesDFUVX vs HDCTX
DISVX
DFA International Small Cap Value Portfolio0.640.620.70
65
Foreign Small & Mid Cap EquitiesDFUVX vs DISVX
See all 46 diversifiers for DFUVX

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