Looking to diversify beyond DUSQX? The mutual funds below have historically moved differently from DUSQX, 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 DUSQX
0 mutual funds have low correlation with DUSQX (below 0.3), 0 of which are negatively correlated. The least correlated is DFA Five Year Global Fixed Income Portfolio (DFGBX) (Global Bonds) with a 1Y correlation of 0.32, up from 0.10 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA Five Year Global Fixed Income Portfolio | 0.32 | 0.09 | 0.10 | 81 | Global Bonds | DUSQX vs DFGBX | |
| Goldman Sachs Strategic Volatility Premium Fund | 0.33 | 0.14 | 0.12 | 97 | Large Cap Blend Equities | DUSQX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 0.52 | 0.36 | 0.42 | 59 | Preferred Stock | DUSQX vs ORDNX | |
| Rock Oak Core Growth Fund | 0.59 | 0.74 | 0.83 | 89 | Large Cap Blend Equities | DUSQX vs RCKSX | |
| DFA U.S. Small Cap Value Portfolio I | 0.62 | 0.71 | 0.78 | 85 | Small Cap Value Equities | DUSQX vs DFSVX |
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