Looking to diversify beyond DISVX? The mutual funds below have historically moved differently from DISVX, 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 DISVX
20 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 -0.18, down from 0.11 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA California Municipal Real Return Portfolio | -0.18 | -0.03 | 0.11 | 89 | Municipal Bonds | DISVX vs DCARX | |
| DFA Municipal Real Return Portfolio | -0.11 | 0.05 | 0.17 | 92 | Municipal Bonds | DISVX vs DMREX | |
| DFA Commodity Strategy Portfolio | 0.00 | 0.20 | 0.30 | 82 | Commodities | DISVX vs DCMSX | |
| DFA Short Term Municipal Bond Portfolio | 0.08 | 0.02 | 0.04 | 100 | Municipal Bonds | DISVX vs DFSMX | |
| Vanguard Short-Term Inflation-Protected Securities... | 0.11 | 0.21 | 0.24 | 91 | Inflation-Protected Bonds | DISVX vs VTAPX |
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