Looking to diversify beyond DPG? The mutual funds below have the lowest correlation with DPG — 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 DPG.
Best Diversifiers for DPG
1 mutual funds have low correlation with DPG (below 0.3), 0 of which are negatively correlated. The least correlated is Adams Diversified Equity Fund, Inc. (ADX) (Large Cap Growth Equities) with a 1Y correlation of 0.19, down from 0.38 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Adams Diversified Equity Fund, Inc. | 0.19 | 0.25 | 0.38 | 73 | Large Cap Growth Equities | DPG vs ADX |
Low-Correlation Stock Ideas
If you're looking for individual stocks that move independently from DPG, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to DPG and solid risk/return profiles. The least correlated is Reaves Utility Income Trust (UTG) (Financial Services) with a 1Y correlation of 0.50, down from 0.61 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Reaves Utility Income Trust | 0.50 | 0.57 | 0.61 | 78 | Financial Services | |
| DNP Select Income Fund Inc. | 0.55 | 0.53 | 0.52 | 83 | Financial Services |
Build a portfolio that complements DPG
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