Looking to diversify beyond DFESX? The mutual funds below have historically moved differently from DFESX, 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 DFESX
2 mutual funds have low correlation with DFESX (below 0.3), 0 of which are negatively correlated. The least correlated is Goldman Sachs GQG Partners International Opportunities Fund Class R6 (GSIYX) (Foreign Large Cap Equities) with a 1Y correlation of 0.17, down from 0.60 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Goldman Sachs GQG Partners International Opportuni... | 0.17 | 0.49 | 0.60 | 56 | Foreign Large Cap Equities, Emerging Markets Equities | DFESX vs GSIYX | |
| The Cook & Bynum Fund | 0.22 | 0.36 | 0.44 | 66 | Emerging Markets Equities | DFESX vs COBYX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 0.43 | 0.65 | 0.73 | 92 | Emerging Markets Equities | DFESX vs ESCIX | |
| T. Rowe Price Dividend Growth Fund, Inc. | 0.45 | 0.49 | 0.53 | 77 | Large Cap Blend Equities, Dividend | DFESX vs PRDGX | |
| DFA International Social Core Equity Portfolio | 0.68 | 0.69 | 0.73 | 71 | Foreign Large Cap Equities | DFESX vs DSCLX |
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