Looking to diversify beyond RLVSX? The mutual funds below have the lowest correlation with RLVSX — 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 RLVSX.
Best Diversifiers for RLVSX
17 mutual funds have low correlation with RLVSX (below 0.3), 1 of which are negatively correlated. The least correlated is DFA California Municipal Real Return Portfolio (DCARX) (Municipal Bonds) with a 1Y correlation of -0.01, down from 0.26 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA California Municipal Real Return Portfolio | -0.01 | 0.20 | 0.26 | 95 | Municipal Bonds | RLVSX vs DCARX | |
| DFA Municipal Real Return Portfolio | 0.01 | 0.24 | 0.27 | 94 | Municipal Bonds | RLVSX vs DMREX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | 0.07 | 0.09 | 0.09 | 99 | Municipal Bonds | RLVSX vs TFCYX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | 0.12 | 0.07 | 0.19 | 99 | Municipal Bonds | RLVSX vs APUSX | |
| abrdn Ultra Short Municipal Income Fund | 0.13 | 0.12 | 0.15 | 99 | Municipal Bonds | RLVSX vs ATOIX |
See all 36 diversifiers for RLVSX
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