Looking to diversify beyond DISMX? The mutual funds below have historically moved differently from DISMX, 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 DISMX
0 mutual funds have low correlation with DISMX (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 0.56, roughly unchanged from 0.66 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA U.S. Small Cap Value Portfolio I | 0.56 | 0.62 | 0.66 | 85 | Small Cap Value Equities | DISMX vs DFSVX | |
| AMG Yacktman Special Opportunities Fund | 0.58 | 0.63 | 0.71 | 55 | Foreign Small & Mid Cap Equities | DISMX vs YASLX | |
| DFA U.S. Targeted Value Portfolio Institutional Cl... | 0.58 | 0.64 | 0.68 | 84 | Small Cap Value Equities | DISMX vs DFFVX | |
| DFA U.S. Large Cap Value Portfolio | 0.62 | 0.63 | 0.68 | 95 | Large Cap Value Equities | DISMX vs DFLVX | |
| Kopernik Global All-Cap Fund | 0.65 | 0.57 | 0.64 | 66 | Foreign Small & Mid Cap Equities | DISMX vs KGGIX |
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