Looking to diversify beyond DWOIX? The mutual funds below have the lowest correlation with DWOIX — 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 DWOIX.
Best Diversifiers for DWOIX
0 mutual funds have low correlation with DWOIX (below 0.3), 0 of which are negatively correlated. The least correlated is Baron Partners Fund (BPTRX) (Large Cap Growth Equities) with a 1Y correlation of 0.53, down from 0.71 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Baron Partners Fund | 0.53 | 0.60 | 0.71 | 52 | Large Cap Growth Equities | DWOIX vs BPTRX | |
| ICON Equity Fund | 0.61 | 0.60 | 0.71 | 83 | Large Cap Growth Equities | DWOIX vs IOLZX | |
| Davis New York Venture Fund Class Y | 0.64 | 0.71 | 0.76 | 79 | Large Cap Growth Equities | DWOIX vs DNVYX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 0.67 | 0.64 | 0.69 | 52 | Foreign Large Cap Equities | DWOIX vs VTMGX | |
| One Rock Fund | 0.75 | 0.83 | 0.87 | 84 | Large Cap Growth Equities | DWOIX vs ONERX |
See all 28 diversifiers for DWOIX
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