Looking to diversify beyond DFIGX? The mutual funds below have historically moved differently from DFIGX, 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 DFIGX
9 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 0.09, roughly unchanged from 0.05 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 | 0.09 | 0.05 | 0.05 | 99 | Government Bonds | DFIGX vs GUSTX | |
| Federated Hermes Adjustable Rate Fund | 0.22 | 0.46 | 0.46 | 99 | Government Bonds | DFIGX vs FEUGX | |
| DFA U.S. Large Cap Value Portfolio | 0.22 | 0.15 | 0.05 | 95 | Large Cap Value Equities | DFIGX vs DFLVX | |
| DFA U.S. Small Cap Value Portfolio I | 0.25 | 0.16 | 0.06 | 85 | Small Cap Value Equities | DFIGX vs DFSVX | |
| DFA U.S. Large Company Portfolio | 0.26 | 0.16 | 0.10 | 65 | Large Cap Blend Equities | DFIGX vs DFUSX |
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