Looking to diversify beyond DFVIX? The mutual funds below have historically moved differently from DFVIX, 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 DFVIX
0 mutual funds have low correlation with DFVIX (below 0.3), 0 of which are negatively correlated. The least correlated is Fidelity Select Semiconductors Portfolio (FSELX) (Semiconductors) with a 1Y correlation of 0.48, roughly unchanged from 0.53 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Fidelity Select Semiconductors Portfolio | 0.48 | 0.47 | 0.53 | 80 | Semiconductors, Technology Equities | DFVIX vs FSELX | |
| Pear Tree Polaris Foreign Value Fund | 0.51 | 0.65 | 0.70 | 88 | Foreign Large Cap Equities | DFVIX vs QFVOX | |
| Federated Hermes International Strategic Value Div... | 0.58 | 0.63 | 0.73 | 88 | Foreign Large Cap Equities | DFVIX vs IVFIX | |
| DFA U.S. Small Cap Value Portfolio I | 0.59 | 0.65 | 0.72 | 85 | Small Cap Value Equities | DFVIX vs DFSVX | |
| DFA U.S. Targeted Value Portfolio Institutional Cl... | 0.60 | 0.65 | 0.72 | 84 | Small Cap Value Equities | DFVIX vs DFFVX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for DFVIX, 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 Coca-Cola European Partners plc (CCEP) (Consumer Defensive) with a 1Y correlation of 0.20, down from 0.43 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Coca-Cola European Partners plc | 0.20 | 0.31 | 0.43 | 63 | Consumer Defensive |
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