Looking to diversify beyond EXDVX? The mutual funds below have historically moved differently from EXDVX, 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 EXDVX
10 mutual funds have low correlation with EXDVX (below 0.3), 1 of which are negatively correlated. The least correlated is DFA Municipal Real Return Portfolio (DMREX) (Municipal Bonds) with a 1Y correlation of -0.02, down from 0.22 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA Municipal Real Return Portfolio | -0.02 | 0.17 | 0.22 | 92 | Municipal Bonds | EXDVX vs DMREX | |
| DFA California Municipal Real Return Portfolio | 0.02 | 0.18 | 0.22 | 89 | Municipal Bonds | EXDVX vs DCARX | |
| Federated Hermes Conservative Municipal Microshort... | 0.12 | 0.11 | 0.09 | 99 | Municipal Bonds | EXDVX vs FHMIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | 0.12 | 0.11 | 0.09 | 99 | Municipal Bonds | EXDVX vs TFCYX | |
| Manning & Napier Disciplined Value Series | 0.13 | 0.09 | 0.06 | 94 | Large Cap Value Equities | EXDVX vs MNDFX |
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