Looking to diversify beyond DSEFX? The mutual funds below have historically moved differently from DSEFX, 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 DSEFX
0 mutual funds have low correlation with DSEFX (below 0.3), 0 of which are negatively correlated. The least correlated is Tweedy, Browne International Value Fund II - Currency Unhedged (TBCUX) (Foreign Large Cap Equities) with a 1Y correlation of 0.49, roughly unchanged from 0.58 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Tweedy, Browne International Value Fund II - Curre... | 0.49 | 0.50 | 0.58 | 58 | Foreign Large Cap Equities | DSEFX vs TBCUX | |
| Davis New York Venture Fund Class Y | 0.74 | 0.78 | 0.82 | 90 | Large Cap Growth Equities | DSEFX vs DNVYX | |
| American Growth Fund Series One | 0.75 | 0.83 | 0.86 | 56 | Large Cap Growth Equities | DSEFX vs AMRGX | |
| ICON Equity Fund | 0.76 | 0.72 | 0.78 | 80 | Large Cap Growth Equities | DSEFX vs IOLZX | |
| Adams Diversified Equity Fund, Inc. | 0.76 | 0.83 | 0.89 | 83 | Large Cap Blend Equities | DSEFX vs ADX |
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