Looking to diversify beyond DFUEX? The mutual funds below have the lowest correlation with DFUEX — 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 DFUEX.
Best Diversifiers for DFUEX
0 mutual funds have low correlation with DFUEX (below 0.3), 0 of which are negatively correlated. The least correlated is Goldman Sachs Strategic Volatility Premium Fund (SVPFX) (Large Cap Blend Equities) with a 1Y correlation of 0.32, up from 0.12 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 0.32 | 0.14 | 0.12 | 93 | Large Cap Blend Equities | DFUEX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 0.53 | 0.37 | 0.43 | 68 | Large Cap Blend Equities | DFUEX vs ORDNX | |
| First Eagle Overseas Fund Class I | 0.63 | 0.62 | 0.67 | 65 | Large Cap Blend Equities, Foreign Large Cap Equities | DFUEX vs SGOIX | |
| Rock Oak Core Growth Fund | 0.64 | 0.77 | 0.85 | 83 | Large Cap Blend Equities | DFUEX vs RCKSX | |
| DFA International Value Portfolio Institutional Cl... | 0.68 | 0.66 | 0.72 | 87 | Foreign Large Cap Equities | DFUEX vs DFIVX |
See all 48 diversifiers for DFUEX
To view more results, upgrade your current subscription plan.
Diversification Analysis
Build a portfolio that complements DFUEX
Add DFUEX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with DFUEX