Looking to diversify beyond DRXIX? The mutual funds below have the lowest correlation with DRXIX — 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 DRXIX.
Best Diversifiers for DRXIX
11 mutual funds have low correlation with DRXIX (below 0.3), 1 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 -0.04, down from 0.18 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| SEI Multi-Asset Real Return Fund Class A | -0.04 | 0.18 | 0.18 | 79 | Inflation-Protected Bonds | DRXIX vs SEIAX | |
| DFA U.S. Small Cap Value Portfolio I | 0.20 | 0.20 | 0.11 | 61 | Small Cap Value Equities | DRXIX vs DFSVX | |
| DFA U.S. Large Cap Value Portfolio | 0.20 | 0.20 | 0.11 | 92 | Large Cap Value Equities | DRXIX vs DFLVX | |
| DFA U.S. Targeted Value Portfolio | 0.20 | 0.21 | 0.12 | 56 | Small Cap Value Equities | DRXIX vs DFFVX | |
| Allspring Real Return Fund | 0.23 | 0.46 | 0.59 | 91 | Inflation-Protected Bonds | DRXIX vs IPBAX |
See all 21 diversifiers for DRXIX
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