Looking to diversify beyond DISVX? The mutual funds below have the lowest correlation with DISVX — 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 DISVX.
Best Diversifiers for DISVX
17 mutual funds have low correlation with DISVX (below 0.3), 2 of which are negatively correlated. The least correlated is DFA California Municipal Real Return Portfolio (DCARX) (Municipal Bonds) with a 1Y correlation of -0.19, down from 0.13 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA California Municipal Real Return Portfolio | -0.19 | -0.02 | 0.13 | 94 | Municipal Bonds | DISVX vs DCARX | |
| DFA Municipal Real Return Portfolio | -0.10 | 0.06 | 0.18 | 94 | Municipal Bonds | DISVX vs DMREX | |
| DFA Two-Year Fixed Income Portfolio | 0.03 | 0.03 | 0.07 | 65 | Short-Term Bond | DISVX vs DFCFX | |
| Vanguard Short-Term Inflation-Protected Securities... | 0.08 | 0.22 | 0.24 | 84 | Inflation-Protected Bonds | DISVX vs VTAPX | |
| DFA Short Term Municipal Bond Portfolio | 0.08 | 0.02 | 0.03 | 99 | Municipal Bonds | DISVX vs DFSMX |
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