Looking to diversify beyond DFFGX? The mutual funds below have historically moved differently from DFFGX, 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 DFFGX
19 mutual funds have low correlation with DFFGX (below 0.3), 0 of which are negatively correlated. The least correlated is GMO U.S. Treasury Fund (GUSTX) (Government Bonds) with a 1Y correlation of 0.01, roughly unchanged from 0.03 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| GMO U.S. Treasury Fund | 0.01 | -0.11 | 0.03 | 99 | Government Bonds | DFFGX vs GUSTX | |
| DFA U.S. Large Cap Value Portfolio | 0.07 | 0.04 | -0.01 | 95 | Large Cap Value Equities | DFFGX vs DFLVX | |
| DFA U.S. Small Cap Value Portfolio I | 0.13 | 0.04 | -0.02 | 85 | Small Cap Value Equities | DFFGX vs DFSVX | |
| Federated Hermes Adjustable Rate Fund | 0.13 | 0.05 | 0.16 | 99 | Government Bonds | DFFGX vs FEUGX | |
| DFA US Core Equity 2 Portfolio I | 0.14 | 0.04 | 0.01 | 78 | Large Cap Blend Equities | DFFGX vs DFQTX |
To view more results, upgrade your current subscription plan.
Build a portfolio that complements DFFGX
Add DFFGX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with DFFGX