Looking to diversify beyond DWFIX? The mutual funds below have the lowest correlation with DWFIX — 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 DWFIX.
Best Diversifiers for DWFIX
4 mutual funds have low correlation with DWFIX (below 0.3), 0 of which are negatively correlated. The least correlated is DFA International Value Portfolio (DFIVX) (Foreign Large Cap Equities) with a 1Y correlation of 0.29, up from 0.07 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA International Value Portfolio | 0.29 | 0.18 | 0.07 | 80 | Foreign Large Cap Equities | DWFIX vs DFIVX | |
| DFA U.S. Small Cap Value Portfolio I | 0.29 | 0.16 | 0.07 | 56 | Small Cap Value Equities | DWFIX vs DFSVX | |
| DFA U.S. Large Cap Value Portfolio | 0.29 | 0.15 | 0.07 | 90 | Large Cap Value Equities | DWFIX vs DFLVX | |
| DFA U.S. Targeted Value Portfolio | 0.30 | 0.18 | 0.07 | 50 | Small Cap Value Equities | DWFIX vs DFFVX | |
| Eaton Vance Global Bond Fund | 0.31 | 0.60 | 0.47 | 91 | Global Bonds | DWFIX vs EAIIX |
See all 16 diversifiers for DWFIX
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