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 Yacktman Focused Fund (YAFFX) (Large Cap Value Equities) with a 1Y correlation of 0.43, down from 0.72 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | 0.43 | 0.61 | 0.72 | 86 | Large Cap Value Equities | GWGIX vs YAFFX | |
| Cullen International High Dividend Fund | 0.45 | 0.46 | 0.57 | 59 | Foreign Large Cap Equities | GWGIX vs CIHIX | |
| AMG Yacktman Fund | 0.54 | 0.69 | 0.78 | 88 | Large Cap Value Equities | GWGIX vs YACKX | |
| Fidelity 500 Index Fund | 0.71 | 0.76 | 0.83 | 69 | S&P 500 | GWGIX vs FXAIX | |
| Columbia Dividend Income Fund Class A | 0.71 | 0.78 | 0.82 | 88 | Large Cap Value Equities | GWGIX vs LBSAX |
See all 17 diversifiers for GWGIX
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