Looking to diversify beyond DIVGX? The mutual funds below have historically moved differently from DIVGX, 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 DIVGX
0 mutual funds have low correlation with DIVGX (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 0.36, up from 0.16 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 0.36 | 0.18 | 0.16 | 97 | Large Cap Blend Equities | DIVGX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 0.51 | 0.35 | 0.42 | 59 | Preferred Stock | DIVGX vs ORDNX | |
| Rock Oak Core Growth Fund | 0.55 | 0.70 | 0.77 | 89 | Large Cap Blend Equities | DIVGX vs RCKSX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 0.59 | 0.74 | 0.81 | 87 | Large Cap Blend Equities | DIVGX vs RESGX | |
| PRIMECAP Odyssey Growth Fund | 0.61 | 0.74 | 0.79 | 89 | Large Cap Blend Equities | DIVGX vs POGRX |
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