Looking to diversify beyond DTSVX? The mutual funds below have historically moved differently from DTSVX, 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 DTSVX
0 mutual funds have low correlation with DTSVX (below 0.3), 0 of which are negatively correlated. The least correlated is Wilshire International Equity Fund (WLCTX) (Foreign Large Cap Equities) with a 1Y correlation of 0.55, down from 0.66 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Wilshire International Equity Fund | 0.55 | 0.61 | 0.66 | 68 | Foreign Large Cap Equities | DTSVX vs WLCTX | |
| DFA International Small Company Portfolio | 0.59 | 0.63 | 0.68 | 60 | Foreign Small & Mid Cap Equities, Small Cap Blend Equities | DTSVX vs DFISX | |
| Hennessy Cornerstone Growth Fund | 0.68 | 0.79 | 0.81 | 53 | Small Cap Blend Equities | DTSVX vs HFCGX | |
| Wilshire 5000 Index Portfolio | 0.70 | 0.74 | 0.79 | 58 | Large Cap Blend Equities | DTSVX vs WFIVX | |
| Auer Growth Fund | 0.73 | 0.78 | 0.83 | 91 | Small Cap Blend Equities | DTSVX vs AUERX |
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