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 0.45, down from 0.73 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | 0.45 | 0.62 | 0.73 | 84 | Large Cap Value Equities | GWGIX vs YAFFX | |
| AMG Yacktman Fund | 0.58 | 0.71 | 0.79 | 82 | Large Cap Value Equities | GWGIX vs YACKX | |
| Tanaka Growth Fund | 0.62 | 0.67 | 0.73 | 51 | Mid Cap Growth Equities | GWGIX vs TGFRX | |
| Fidelity 500 Index Fund | 0.71 | 0.76 | 0.83 | 55 | S&P 500 | GWGIX vs FXAIX | |
| Essex Environmental Opportunities Fund | 0.71 | 0.78 | 0.81 | 55 | Mid Cap Growth Equities | GWGIX vs EEOFX |
See all 19 diversifiers for GWGIX
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