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
10 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 0.04 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 | 0.04 | 99 | Government Bonds | DFIGX vs GUSTX | |
| DFA U.S. Small Cap Value Portfolio I | 0.18 | 0.15 | 0.03 | 56 | Small Cap Value Equities | DFIGX vs DFSVX | |
| Federated Hermes Adjustable Rate Fund | 0.19 | 0.47 | 0.46 | 99 | Government Bonds | DFIGX vs FEUGX | |
| DFA U.S. Large Company Portfolio | 0.19 | 0.16 | 0.09 | 77 | Large Cap Blend Equities | DFIGX vs DFUSX | |
| DFA U.S. Targeted Value Portfolio | 0.20 | 0.17 | 0.04 | 50 | Small Cap Value Equities | DFIGX vs DFFVX |
See all 17 diversifiers for DFIGX
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