Looking to diversify beyond DVRUX? The mutual funds below have historically moved differently from DVRUX, 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 DVRUX
7 mutual funds have low correlation with DVRUX (below 0.3), 1 of which are negatively correlated. The least correlated is GQG Partners US Quality Dividend Income Fund (GQHPX) (Quality Factor) with a 1Y correlation of -0.07, down from 0.58 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| GQG Partners US Quality Dividend Income Fund | -0.07 | 0.39 | 0.58 | 62 | Quality Factor, Large Cap Value Equities | DVRUX vs GQHPX | |
| Pioneer ILS Interval Fund | 0.03 | -0.01 | -0.01 | 100 | High Yield Bonds | DVRUX vs XILSX | |
| Voya Corporate Leaders Trust Fund | 0.08 | 0.40 | 0.59 | 93 | Large Cap Value Equities | DVRUX vs LEXCX | |
| Federated Hermes Equity Income Fund | 0.20 | 0.49 | 0.71 | 72 | Dividend, Large Cap Value Equities | DVRUX vs LEIFX | |
| Buffalo Flexible Income Fund | 0.22 | 0.54 | 0.70 | 87 | Large Cap Value Equities | DVRUX vs BUFBX |
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