Looking to diversify beyond DTLGX? The mutual funds below have historically moved differently from DTLGX, 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 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 0.45, down from 0.61 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Wilshire Small Company Value Portfolio | 0.45 | 0.49 | 0.61 | 88 | Small Cap Blend Equities | DTLGX vs DTSVX | |
| Wilshire Large Company Value Portfolio | 0.47 | 0.56 | 0.70 | 85 | Large Cap Value Equities | DTLGX vs DTLVX | |
| ICON Equity Fund | 0.60 | 0.57 | 0.69 | 80 | Large Cap Growth Equities | DTLGX vs IOLZX | |
| Davis New York Venture Fund Class Y | 0.61 | 0.67 | 0.75 | 90 | Large Cap Growth Equities | DTLGX vs DNVYX | |
| American Growth Fund Series One | 0.65 | 0.73 | 0.80 | 56 | Large Cap Growth Equities | DTLGX vs AMRGX |
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