Looking to diversify beyond CWSGX? The mutual funds below have the lowest correlation with CWSGX — 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 CWSGX.
Best Diversifiers for CWSGX
0 mutual funds have low correlation with CWSGX (below 0.3), 0 of which are negatively correlated. The least correlated is Chartwell Income Fund (BERIX) (Diversified Portfolio) with a 1Y correlation of 0.32, down from 0.48 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Chartwell Income Fund | 0.32 | 0.43 | 0.48 | 58 | Diversified Portfolio | CWSGX vs BERIX | |
| Aegis Value Fund | 0.41 | 0.50 | 0.54 | 87 | Small Cap Value Equities | CWSGX vs AVALX | |
| Chartwell Short Duration High Yield Fund | 0.46 | 0.47 | 0.46 | 97 | High Yield Bonds | CWSGX vs CWFIX | |
| Carillon ClariVest International Stock Fund | 0.70 | 0.69 | 0.71 | 89 | Foreign Large Cap Equities | CWSGX vs EISIX | |
| Carillon Eagle Growth & Income Fund | 0.73 | 0.74 | 0.76 | 59 | Large Cap Value Equities | CWSGX vs HRCVX |
See all 21 diversifiers for CWSGX
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