Looking to diversify beyond DFESX? The mutual funds below have the lowest correlation with DFESX — 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 DFESX.
Best Diversifiers for DFESX
0 mutual funds have low correlation with DFESX (below 0.3), 0 of which are negatively correlated. The least correlated is T. Rowe Price Dividend Growth Fund, Inc. (PRDGX) (Large Cap Blend Equities) with a 1Y correlation of 0.46, roughly unchanged from 0.54 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| T. Rowe Price Dividend Growth Fund, Inc. | 0.46 | 0.50 | 0.54 | 52 | Large Cap Blend Equities, Dividend | DFESX vs PRDGX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 0.50 | 0.68 | 0.74 | 87 | Emerging Markets Diversified | DFESX vs ESCIX | |
| TIAA-CREF Social Choice Equity Fund | 0.65 | 0.62 | 0.64 | 58 | Large Cap Blend Equities | DFESX vs TISCX | |
| DFA International Social Core Equity Portfolio | 0.66 | 0.69 | 0.73 | 52 | Foreign Large Cap Equities | DFESX vs DSCLX | |
| T. Rowe Price Equity Index 500 Fund | 0.67 | 0.63 | 0.63 | 64 | Large Cap Blend Equities | DFESX vs PREIX |
See all 33 diversifiers for DFESX
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