Looking to diversify beyond DFELX? The mutual funds below have the lowest correlation with DFELX — 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 DFELX.
Best Diversifiers for DFELX
1 mutual funds have low correlation with DFELX (below 0.3), 0 of which are negatively correlated. The least correlated is Goldman Sachs Strategic Volatility Premium Fund (SVPFX) (Large Cap Blend Equities) with a 1Y correlation of 0.25, roughly unchanged from 0.15 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 0.25 | 0.14 | 0.15 | 73 | Large Cap Blend Equities | DFELX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 0.45 | 0.33 | 0.42 | 72 | Large Cap Blend Equities | DFELX vs ORDNX | |
| Rock Oak Core Growth Fund | 0.52 | 0.68 | 0.78 | 56 | Large Cap Blend Equities | DFELX vs RCKSX | |
| DFA U.S. Small Cap Value Portfolio I | 0.54 | 0.65 | 0.72 | 61 | Small Cap Value Equities | DFELX vs DFSVX | |
| DFA U.S. Targeted Value Portfolio | 0.54 | 0.66 | 0.73 | 56 | Small Cap Value Equities | DFELX vs DFFVX |
See all 43 diversifiers for DFELX
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