Looking to diversify beyond DGCIX? The mutual funds below have historically moved differently from DGCIX, 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 DGCIX
2 mutual funds have low correlation with DGCIX (below 0.3), 0 of which are negatively correlated. The least correlated is Delaware Floating Rate Fund (DDFLX) (Bank Loan) with a 1Y correlation of 0.13, down from 0.27 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Delaware Floating Rate Fund | 0.13 | 0.20 | 0.27 | 96 | Bank Loan | DGCIX vs DDFLX | |
| Delaware Growth and Income Fund | 0.29 | 0.26 | 0.19 | 98 | Large Cap Value Equities | DGCIX vs FGINX | |
| Delaware Emerging Markets Fund | 0.30 | 0.19 | 0.17 | 91 | Emerging Markets Equities | DGCIX vs DEMIX | |
| Delaware Small Cap Value Fund | 0.37 | 0.29 | 0.22 | 78 | Small Cap Value Equities | DGCIX vs DEVLX | |
| Delaware Small Cap Core Fund | 0.39 | 0.32 | 0.26 | 68 | Small Cap Blend Equities | DGCIX vs DCCIX |
To view more results, upgrade your current subscription plan.
Build a portfolio that complements DGCIX
Add DGCIX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with DGCIX