Looking to diversify beyond EXDVX? The mutual funds below have the lowest correlation with EXDVX — 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 EXDVX.
Best Diversifiers for EXDVX
12 mutual funds have low correlation with EXDVX (below 0.3), 2 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 0.21 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA Municipal Real Return Portfolio | -0.02 | 0.18 | 0.21 | 94 | Municipal Bonds | EXDVX vs DMREX | |
| DFA California Municipal Real Return Portfolio | -0.01 | 0.19 | 0.21 | 95 | Municipal Bonds | EXDVX vs DCARX | |
| Federated Hermes Conservative Municipal Microshort... | 0.11 | 0.11 | 0.09 | 99 | Municipal Bonds | EXDVX vs FHMIX | |
| Manning & Napier Disciplined Value Series | 0.12 | 0.09 | 0.06 | 80 | Large Cap Value Equities | EXDVX vs MNDFX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | 0.15 | 0.10 | 0.09 | 99 | Municipal Bonds | EXDVX vs TFCYX |
See all 24 diversifiers for EXDVX
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