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Dana Epiphany ESG Small Cap Equity Fund (DSCIX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 24, 2026

The fund seeks to achieve its investment objective through investment in publicly-traded equity securities using a disciplined, risk-controlled investment process. Under normal circumstances, the fund will invest at least 80% of its net assets in a diversified portfolio of equity securities of small capitalization companies, with an emphasis on equity securities of U.S. issuers. The manager considers small capitalization companies to be companies within the range of those companies included in the Russell 2000 Index at the time of purchase.

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

Best Diversifiers for DSCIX

1 mutual funds have low correlation with DSCIX (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 0.24, down from 0.77 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
QISGX
Federated Hermes MDT Small Cap Growth Fund0.240.600.77
78
Small Cap Growth EquitiesDSCIX vs QISGX
ODIIX
Invesco Discovery Fund Class R60.710.840.88
89
Small Cap Growth EquitiesDSCIX vs ODIIX
DMCRX
Driehaus Micro Cap Growth Fund0.730.830.86
85
Small Cap Growth EquitiesDSCIX vs DMCRX
PBSIX
Polen U.S. Small Company Growth Fund0.740.770.81
74
Small Cap Growth EquitiesDSCIX vs PBSIX
OBSOX
Oberweis Small-Cap Opportunities Fund0.740.850.90
81
Small Cap Growth EquitiesDSCIX vs OBSOX
See all 68 diversifiers for DSCIX

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Low-Correlation Stock Ideas

If you're looking for individual stocks that move independently from DSCIX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to DSCIX and solid risk/return profiles. The least correlated is STAG Industrial, Inc. (STAG) (Real Estate) with a 1Y correlation of 0.43, down from 0.56 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankSector
STAG
STAG Industrial, Inc.0.430.530.56
57
Real Estate

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Diversification Analysis

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