Looking to diversify beyond DGSFX? The mutual funds below have historically moved differently from DGSFX, 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 DGSFX
0 mutual funds have low correlation with DGSFX (below 0.3), 0 of which are negatively correlated. The least correlated is DFA Two Year Global Fixed Income Portfolio (DFGFX) (Global Bonds) with a 1Y correlation of 0.30, roughly unchanged from 0.39 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA Two Year Global Fixed Income Portfolio | 0.30 | 0.09 | 0.39 | 100 | Global Bonds | DGSFX vs DFGFX | |
| DFA U.S. Large Cap Value Portfolio | 0.33 | 0.22 | 0.12 | 95 | Large Cap Value Equities | DGSFX vs DFLVX | |
| DFA U.S. Small Cap Value Portfolio I | 0.34 | 0.23 | 0.12 | 85 | Small Cap Value Equities | DGSFX vs DFSVX | |
| DFA U.S. Targeted Value Portfolio Institutional Cl... | 0.36 | 0.24 | 0.13 | 84 | Small Cap Value Equities | DGSFX vs DFFVX | |
| DFA International Value Portfolio Institutional Cl... | 0.38 | 0.29 | 0.17 | 93 | Foreign Large Cap Equities | DGSFX vs DFIVX |
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