Looking to diversify beyond DISMX? The mutual funds below have the lowest correlation with DISMX — 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 DISMX.
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 0.59, roughly unchanged from 0.66 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA U.S. Small Cap Value Portfolio I | 0.59 | 0.64 | 0.66 | 61 | Small Cap Value Equities | DISMX vs DFSVX | |
| DFA U.S. Targeted Value Portfolio | 0.61 | 0.65 | 0.68 | 59 | Small Cap Value Equities | DISMX vs DFFVX | |
| DFA U.S. Large Cap Value Portfolio | 0.64 | 0.63 | 0.68 | 92 | Large Cap Value Equities | DISMX vs DFLVX | |
| DFA U.S. Small Cap Portfolio | 0.70 | 0.69 | 0.71 | 58 | Small Cap Blend Equities | DISMX vs DFSTX | |
| Hood River International Opportunity Fund | 0.73 | 0.73 | — | 96 | Foreign Small & Mid Cap Equities | DISMX vs HRIOX |
See all 20 diversifiers for DISMX
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