Looking to diversify beyond DSFIX? The mutual funds below have the lowest correlation with DSFIX — 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 DSFIX.
Best Diversifiers for DSFIX
4 mutual funds have low correlation with DSFIX (below 0.3), 0 of which are negatively correlated. The least correlated is DFA Investment Dimensions Group Inc - Emerging Markets Social Core Equity Portfolio (DFESX) (Emerging Markets Diversified) with a 1Y correlation of 0.25, up from 0.10 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA Investment Dimensions Group Inc - Emerging Mar... | 0.25 | 0.16 | 0.10 | 87 | Emerging Markets Diversified | DSFIX vs DFESX | |
| DFA U.S. Large Cap Value Portfolio | 0.28 | 0.21 | 0.09 | 91 | Large Cap Value Equities | DSFIX vs DFLVX | |
| DFA U.S. Small Cap Value Portfolio I | 0.29 | 0.22 | 0.09 | 61 | Small Cap Value Equities | DSFIX vs DFSVX | |
| DFA U.S. Targeted Value Portfolio | 0.30 | 0.23 | 0.10 | 59 | Small Cap Value Equities | DSFIX vs DFFVX | |
| Eventide Gilead Class I | 0.32 | 0.23 | 0.19 | 52 | Mid Cap Growth Equities | DSFIX vs ETILX |
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