Looking to diversify beyond DFVEX? The mutual funds below have historically moved differently from DFVEX, 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 DFVEX
0 mutual funds have low correlation with DFVEX (below 0.3), 0 of which are negatively correlated. The least correlated is DFA Global Real Estate Securities Portfolio (DFGEX) (REIT) with a 1Y correlation of 0.46, down from 0.66 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA Global Real Estate Securities Portfolio | 0.46 | 0.61 | 0.66 | 50 | REIT | DFVEX vs DFGEX | |
| DFA Emerging Markets Value Portfolio | 0.52 | 0.54 | 0.58 | 66 | Emerging Markets Equities | DFVEX vs DFEVX | |
| Hotchkis & Wiley Mid-Cap Value Fund | 0.64 | 0.82 | 0.88 | 86 | Mid Cap Value Equities | DFVEX vs HWMIX | |
| DFA International Small Cap Value Portfolio Instit... | 0.68 | 0.66 | 0.72 | 80 | Foreign Small & Mid Cap Equities | DFVEX vs DISVX | |
| DFA International Value Portfolio Institutional Cl... | 0.70 | 0.69 | 0.75 | 93 | Foreign Large Cap Equities | DFVEX vs DFIVX |
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