Looking to diversify beyond DFVQX? The mutual funds below have historically moved differently from DFVQX, 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 DFVQX
0 mutual funds have low correlation with DFVQX (below 0.3), 0 of which are negatively correlated. The least correlated is Pear Tree Polaris International Opportunities Fund (QISIX) (Foreign Small & Mid Cap Equities) with a 1Y correlation of 0.46, down from 0.65 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Pear Tree Polaris International Opportunities Fund | 0.46 | 0.59 | 0.65 | 53 | Foreign Small & Mid Cap Equities | DFVQX vs QISIX | |
| DFA U.S. Small Cap Value Portfolio I | 0.56 | 0.63 | 0.70 | 85 | Small Cap Value Equities | DFVQX vs DFSVX | |
| DFA U.S. Targeted Value Portfolio Institutional Cl... | 0.57 | 0.64 | 0.71 | 84 | Small Cap Value Equities | DFVQX vs DFFVX | |
| AMG Yacktman Special Opportunities Fund | 0.60 | 0.65 | 0.73 | 50 | Foreign Small & Mid Cap Equities | DFVQX vs YASLX | |
| DFA U.S. Micro Cap Portfolio | 0.62 | 0.65 | 0.70 | 88 | Small Cap Blend Equities | DFVQX vs DFSCX |
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