Looking to diversify beyond DFWVX? The mutual funds below have the lowest correlation with DFWVX — 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 DFWVX.
Best Diversifiers for DFWVX
0 mutual funds have low correlation with DFWVX (below 0.3), 0 of which are negatively correlated. The least correlated is Aegis Value Fund (AVALX) (Small Cap Value Equities) with a 1Y correlation of 0.50, down from 0.69 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Aegis Value Fund | 0.50 | 0.62 | 0.69 | 94 | Small Cap Value Equities | DFWVX vs AVALX | |
| Delaware Emerging Markets Fund | 0.50 | 0.59 | 0.66 | 98 | Emerging Markets Diversified | DFWVX vs DEMIX | |
| Fidelity Select Semiconductors Portfolio | 0.55 | 0.53 | 0.57 | 97 | Semiconductors, Technology Equities | DFWVX vs FSELX | |
| T. Rowe Price Science And Technology Fund | 0.57 | 0.54 | 0.59 | 90 | Technology Equities | DFWVX vs PRSCX | |
| DFA U.S. Small Cap Value Portfolio I | 0.58 | 0.64 | 0.70 | 56 | Small Cap Value Equities | DFWVX vs DFSVX |
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