Looking to diversify beyond DIPSX? The mutual funds below have historically moved differently from DIPSX, 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 DIPSX
24 mutual funds have low correlation with DIPSX (below 0.3), 0 of which are negatively correlated. The least correlated is SEI Multi-Asset Real Return Fund Class A (SEIAX) (Inflation-Protected Bonds) with a 1Y correlation of 0.07, down from 0.32 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| SEI Multi-Asset Real Return Fund Class A | 0.07 | 0.25 | 0.32 | 86 | Inflation-Protected Bonds | DIPSX vs SEIAX | |
| DFA U.S. Large Cap Value Portfolio | 0.16 | 0.17 | 0.13 | 95 | Large Cap Value Equities | DIPSX vs DFLVX | |
| DFA U.S. Small Cap Value Portfolio I | 0.19 | 0.18 | 0.13 | 85 | Small Cap Value Equities | DIPSX vs DFSVX | |
| DFA U.S. Targeted Value Portfolio Institutional Cl... | 0.21 | 0.19 | 0.14 | 84 | Small Cap Value Equities | DIPSX vs DFFVX | |
| American Beacon Small Cap Value Fund | 0.22 | 0.19 | 0.15 | 84 | Small Cap Value Equities | DIPSX vs AVFIX |
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