Looking to diversify beyond GWGIX? The mutual funds below have the lowest correlation with GWGIX — 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 GWGIX.
Best Diversifiers for GWGIX
0 mutual funds have low correlation with GWGIX (below 0.3), 0 of which are negatively correlated. The least correlated is AMG Boston Common Global Impact Fund (BRWIX) (Large Cap Growth Equities) with a 1Y correlation of 0.71, down from 0.84 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| AMG Boston Common Global Impact Fund | 0.71 | 0.80 | 0.84 | 66 | Large Cap Growth Equities | GWGIX vs BRWIX | |
| Essex Environmental Opportunities Fund | 0.71 | 0.78 | 0.81 | 75 | Mid Cap Growth Equities | GWGIX vs EEOFX | |
| Fidelity 500 Index Fund | 0.73 | 0.76 | 0.83 | 66 | S&P 500 | GWGIX vs FXAIX | |
| PrimeCap Odyssey Aggressive Growth Fund | 0.73 | 0.78 | 0.82 | 81 | Mid Cap Growth Equities | GWGIX vs POAGX | |
| Pioneer Select Mid Cap Growth Fund | 0.74 | 0.77 | 0.84 | 58 | Mid Cap Growth Equities | GWGIX vs PGOFX |
See all 12 diversifiers for GWGIX
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