Looking to diversify beyond DFGEX? The mutual funds below have historically moved differently from DFGEX, 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 DFGEX
10 mutual funds have low correlation with DFGEX (below 0.3), 3 of which are negatively correlated.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| TIAA Real Estate Account | -0.24 | — | — | 99 | REIT | DFGEX vs QREARX | |
| DFA Commodity Strategy Portfolio | -0.12 | 0.00 | 0.10 | 80 | Commodities | DFGEX vs DCMSX | |
| PIMCO Commodity Real Return Strategy Fund | -0.06 | 0.05 | 0.14 | 69 | Commodities | DFGEX vs PCRIX | |
| Redwood Real Estate Income Fund | 0.03 | — | — | 100 | REIT | DFGEX vs CREMX | |
| DFA Emerging Markets Value Portfolio | 0.18 | 0.34 | 0.43 | 66 | Emerging Markets Equities | DFGEX vs DFEVX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for DFGEX, and a Risk / Return Rank of 50 or higher. Treat them as research candidates rather than evidence that they will offset a future decline. The least correlated is AGNC Investment Corp. (AGNC) (Real Estate) with a 1Y correlation of 0.50, roughly unchanged from 0.52 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| AGNC Investment Corp. | 0.50 | 0.53 | 0.52 | 79 | Real Estate |
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