Looking to diversify beyond DFXIX? The mutual funds below have historically moved differently from DFXIX, 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 DFXIX
8 mutual funds have low correlation with DFXIX (below 0.3), 0 of which are negatively correlated. The least correlated is DFA U.S. Large Cap Value Portfolio (DFLVX) (Large Cap Value Equities) with a 1Y correlation of 0.18, up from 0.08 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA U.S. Large Cap Value Portfolio | 0.18 | 0.15 | 0.08 | 95 | Large Cap Value Equities | DFXIX vs DFLVX | |
| DFA U.S. Small Cap Value Portfolio I | 0.22 | 0.16 | 0.08 | 85 | Small Cap Value Equities | DFXIX vs DFSVX | |
| DFA U.S. Targeted Value Portfolio Institutional Cl... | 0.24 | 0.17 | 0.09 | 84 | Small Cap Value Equities | DFXIX vs DFFVX | |
| DFA U.S. Large Company Portfolio | 0.25 | 0.16 | 0.12 | 65 | Large Cap Blend Equities | DFXIX vs DFUSX | |
| DFA US Core Equity 1 Portfolio I | 0.26 | 0.17 | 0.12 | 78 | Large Cap Blend Equities | DFXIX vs DFEOX |
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