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DFA U.S. Small Cap Growth Portfolio (DSCGX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 4, 2026

The Portfolio, using a market capitalization weighted approach, purchases a broad and diverse group of readily marketable securities of U.S. small cap companies that the Advisor determines to have high profitability and relative prices compared to other U.S. small cap companies at the time of purchase. As a non-fundamental policy, under normal circumstances, it will invest at least 80% of its net assets in securities of small cap U.S. companies.

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

Best Diversifiers for DSCGX

1 mutual funds have low correlation with DSCGX (below 0.3), 0 of which are negatively correlated. The least correlated is Federated Hermes MDT Small Cap Growth Fund (QISGX) (Small Cap Growth Equities) with a 1Y correlation of 0.22, down from 0.77 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
QISGX
Federated Hermes MDT Small Cap Growth Fund0.220.620.77
66
Small Cap Growth EquitiesDSCGX vs QISGX
FSPTX
Fidelity Select Technology Portfolio0.560.590.68
94
Technology EquitiesDSCGX vs FSPTX
DISVX
DFA International Small Cap Value Portfolio0.610.620.68
60
Foreign Small & Mid Cap EquitiesDSCGX vs DISVX
DFIVX
DFA International Value Portfolio0.650.650.70
78
Foreign Large Cap EquitiesDSCGX vs DFIVX
DMCRX
Driehaus Micro Cap Growth Fund0.710.800.83
80
Small Cap Growth EquitiesDSCGX vs DMCRX
See all 27 diversifiers for DSCGX

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Low-Correlation Stock Ideas

If you're looking for individual stocks that move independently from DSCGX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to DSCGX and solid risk/return profiles. The least correlated is Super Group (SGHC) Limited (SGHC) (Consumer Cyclical) with a 1Y correlation of 0.34, roughly unchanged from 0.42 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankSector
SGHC
Super Group (SGHC) Limited0.340.440.42
70
Consumer Cyclical

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