Looking to diversify beyond DGTSX? The mutual funds below have the lowest correlation with DGTSX — 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 DGTSX.
Best Diversifiers for DGTSX
1 mutual funds have low correlation with DGTSX (below 0.3), 0 of which are negatively correlated. The least correlated is MH Elite Small Cap Fund of Funds Fund (MHELX) (Diversified Portfolio) with a 1Y correlation of 0.05, down from 0.48 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| MH Elite Small Cap Fund of Funds Fund | 0.05 | 0.16 | 0.48 | 67 | Diversified Portfolio | DGTSX vs MHELX | |
| BlackRock Global Equity Market Neutral Fund | 0.31 | 0.16 | 0.10 | 95 | Equity Market Neutral | DGTSX vs BDMAX | |
| Federated Hermes Capital Income Fund | 0.38 | 0.62 | 0.77 | 83 | Diversified Portfolio | DGTSX vs CAPAX | |
| Hennessy Balanced Fund | 0.40 | 0.56 | 0.62 | 65 | Diversified Portfolio | DGTSX vs HBFBX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 0.43 | 0.62 | 0.67 | 82 | Diversified Portfolio | DGTSX vs FCSRX |
See all 361 diversifiers for DGTSX
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