Looking to diversify beyond DFGEX? The mutual funds below have the lowest correlation with DFGEX — 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 DFGEX.
Best Diversifiers for DFGEX
5 mutual funds have low correlation with DFGEX (below 0.3), 1 of which are negatively correlated.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| TIAA Real Estate Account | -0.21 | — | — | 98 | REIT | DFGEX vs QREARX | |
| Redwood Real Estate Income Fund | 0.02 | — | — | 100 | REIT | DFGEX vs CREMX | |
| Vanguard Information Technology Index Fund Admiral... | 0.12 | 0.27 | 0.45 | 65 | Technology Equities | DFGEX vs VITAX | |
| Fidelity Blue Chip Growth Fund | 0.18 | 0.29 | 0.45 | 73 | Large Cap Growth Equities | DFGEX vs FBGRX | |
| DFA Emerging Markets Core Equity Fund | 0.28 | 0.39 | 0.46 | 85 | Emerging Markets Diversified | DFGEX vs DFCEX |
To view more results, upgrade your current subscription plan.
Low-Correlation Stock Ideas
If you're looking for individual stocks that move independently from DFGEX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to DFGEX and solid risk/return profiles. The least correlated is AGNC Investment Corp. (AGNC) (Real Estate) with a 1Y correlation of 0.53, roughly unchanged from 0.58 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| AGNC Investment Corp. | 0.53 | 0.58 | 0.58 | 76 | Real Estate |
Build a portfolio that complements DFGEX
Add DFGEX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with DFGEX