Looking to diversify beyond DUSLX? The mutual funds below have historically moved differently from DUSLX, 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 DUSLX
0 mutual funds have low correlation with DUSLX (below 0.3), 0 of which are negatively correlated. The least correlated is DFA U.S. Small Cap Value Portfolio I (DFSVX) (Small Cap Value Equities) with a 1Y correlation of 0.60, roughly unchanged from 0.69 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA U.S. Small Cap Value Portfolio I | 0.60 | 0.63 | 0.69 | 85 | Small Cap Value Equities | DUSLX vs DFSVX | |
| DFA U.S. Targeted Value Portfolio Institutional Cl... | 0.61 | 0.64 | 0.70 | 84 | Small Cap Value Equities | DUSLX vs DFFVX | |
| DFA International Small Cap Value Portfolio Instit... | 0.65 | 0.57 | 0.62 | 80 | Foreign Small & Mid Cap Equities | DUSLX vs DISVX | |
| DFA U.S. Large Cap Value Portfolio | 0.67 | 0.68 | 0.75 | 95 | Large Cap Value Equities | DUSLX vs DFLVX | |
| Vanguard Value Index Fund Admiral Shares | 0.67 | 0.73 | 0.78 | 93 | Large Cap Value Equities | DUSLX vs VVIAX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for DUSLX, and a Risk / Return Rank of 50 or higher. Treat them as research candidates rather than evidence that they will offset a future decline. The least correlated is Berkshire Hathaway Inc. (BRK-B) (Financial Services) with a 1Y correlation of 0.07, down from 0.48 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc. | 0.07 | 0.31 | 0.48 | 61 | Financial Services |
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