Looking to diversify beyond DTSGX? The mutual funds below have historically moved differently from DTSGX, 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 DTSGX
0 mutual funds have low correlation with DTSGX (below 0.3), 0 of which are negatively correlated. The least correlated is Wilshire International Equity Fund (WLCTX) (Foreign Large Cap Equities) with a 1Y correlation of 0.68, roughly unchanged from 0.71 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Wilshire International Equity Fund | 0.68 | 0.67 | 0.71 | 68 | Foreign Large Cap Equities | DTSGX vs WLCTX | |
| Wilshire Large Company Value Portfolio | 0.70 | 0.80 | 0.83 | 85 | Large Cap Value Equities | DTSGX vs DTLVX | |
| Wilshire Small Company Value Portfolio | 0.78 | 0.86 | 0.87 | 88 | Small Cap Blend Equities | DTSGX vs DTSVX | |
| Needham Small Cap Growth Fund | 0.85 | 0.86 | 0.87 | 80 | Small Cap Growth Equities | DTSGX vs NESGX | |
| Wilshire 5000 Index Portfolio | 0.85 | 0.84 | 0.87 | 58 | Large Cap Blend Equities | DTSGX vs WFIVX |
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