Looking to diversify beyond DFXIX? The mutual funds below have the lowest correlation with DFXIX — 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 DFXIX.
Best Diversifiers for DFXIX
9 mutual funds have low correlation with DFXIX (below 0.3), 0 of which are negatively correlated. The least correlated is DFA U.S. Small Cap Value Portfolio I (DFSVX) (Small Cap Value Equities) with a 1Y correlation of 0.20, up from 0.07 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA U.S. Small Cap Value Portfolio I | 0.20 | 0.17 | 0.07 | 61 | Small Cap Value Equities | DFXIX vs DFSVX | |
| DFA U.S. Large Cap Value Portfolio | 0.20 | 0.16 | 0.06 | 91 | Large Cap Value Equities | DFXIX vs DFLVX | |
| DFA U.S. Targeted Value Portfolio | 0.22 | 0.18 | 0.07 | 59 | Small Cap Value Equities | DFXIX vs DFFVX | |
| DFA U.S. Large Company Portfolio | 0.25 | 0.17 | 0.11 | 69 | Large Cap Blend Equities | DFXIX vs DFUSX | |
| DFA US Core Equity 1 Portfolio I | 0.25 | 0.18 | 0.10 | 77 | Large Cap Blend Equities | DFXIX vs DFEOX |
See all 13 diversifiers for DFXIX
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