Looking to diversify beyond DFIGX? The mutual funds below have the lowest correlation with DFIGX — 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 DFIGX.
Best Diversifiers for DFIGX
8 mutual funds have low correlation with DFIGX (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 0.08, roughly unchanged from 0.05 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| GMO U.S. Treasury Fund | 0.08 | 0.04 | 0.05 | 99 | Government Bonds | DFIGX vs GUSTX | |
| Federated Hermes Adjustable Rate Fund | 0.18 | 0.47 | 0.46 | 99 | Government Bonds | DFIGX vs FEUGX | |
| DFA U.S. Small Cap Value Portfolio I | 0.22 | 0.17 | 0.04 | 61 | Small Cap Value Equities | DFIGX vs DFSVX | |
| DFA U.S. Large Cap Value Portfolio | 0.22 | 0.15 | 0.03 | 92 | Large Cap Value Equities | DFIGX vs DFLVX | |
| DFA U.S. Large Company Portfolio | 0.23 | 0.16 | 0.09 | 68 | Large Cap Blend Equities | DFIGX vs DFUSX |
See all 20 diversifiers for DFIGX
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