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DFA Global Sustainability Fixed Income Portfolio (DGSFX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jul 11, 2026

The portfolio invests in a broad portfolio of investment grade debt securities of U.S. and non-U.S. corporate and government issuers, while excluding or underweighting securities of corporate and certain non-sovereign government issuers based upon the portfolio's sustainability impact considerations. Under normal circumstances, the portfolio invests at least 40% of its net assets in non-U.S. fixed income securities. It may invest a majority of its net assets in securities of U.S. and non-U.S. government issuers.

Looking to diversify beyond DGSFX? The mutual funds below have the lowest correlation with DGSFX — 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 DGSFX.

Best Diversifiers for DGSFX

1 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 0.25, down from 0.39 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
DFGFX
DFA Two Year Global Fixed Income Portfolio0.250.080.39
100
Global BondsDGSFX vs DFGFX
DFSVX
DFA U.S. Small Cap Value Portfolio I0.340.240.11
57
Small Cap Value EquitiesDGSFX vs DFSVX
DFLVX
DFA U.S. Large Cap Value Portfolio0.340.230.11
91
Large Cap Value EquitiesDGSFX vs DFLVX
DFFVX
DFA U.S. Targeted Value Portfolio Institutional Cl...0.360.250.12
57
Small Cap Value EquitiesDGSFX vs DFFVX
DFUSX
DFA U.S. Large Company Portfolio0.370.240.17
68
Large Cap Blend EquitiesDGSFX vs DFUSX
See all 20 diversifiers for DGSFX

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