Looking to diversify beyond DTLGX? The mutual funds below have the lowest correlation with DTLGX — 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 DTLGX.
Best Diversifiers for DTLGX
0 mutual funds have low correlation with DTLGX (below 0.3), 0 of which are negatively correlated. The least correlated is Wilshire Small Company Value Portfolio (DTSVX) (Small Cap Blend Equities) with a 1Y correlation of 0.46, down from 0.62 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Wilshire Small Company Value Portfolio | 0.46 | 0.51 | 0.62 | 70 | Small Cap Blend Equities | DTLGX vs DTSVX | |
| Baron Partners Fund | 0.50 | 0.60 | 0.70 | 52 | Large Cap Growth Equities | DTLGX vs BPTRX | |
| Wilshire Large Company Value Portfolio | 0.52 | 0.58 | 0.72 | 56 | Large Cap Value Equities | DTLGX vs DTLVX | |
| ICON Equity Fund | 0.56 | 0.56 | 0.69 | 85 | Large Cap Growth Equities | DTLGX vs IOLZX | |
| Davis New York Venture Fund Class Y | 0.60 | 0.67 | 0.75 | 80 | Large Cap Growth Equities | DTLGX vs DNVYX |
See all 32 diversifiers for DTLGX
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