Looking to diversify beyond SUWIX? The mutual funds below have the lowest correlation with SUWIX — 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 SUWIX.
Best Diversifiers for SUWIX
0 mutual funds have low correlation with SUWIX (below 0.3), 0 of which are negatively correlated. The least correlated is Goldman Sachs Strategic Volatility Premium Fund (SVPFX) (Large Cap Blend Equities) with a 1Y correlation of 0.31, up from 0.12 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 0.31 | 0.15 | 0.12 | 95 | Large Cap Blend Equities | SUWIX vs SVPFX | |
| DWS RREEF Real Assets Fund - Class A | 0.32 | 0.51 | 0.62 | 59 | Diversified Portfolio | SUWIX vs AAAAX | |
| DWS RREEF Real Assets Fund | 0.33 | 0.52 | 0.62 | 61 | Global Allocation | SUWIX vs AAAZX | |
| North Square Preferred and Income Securities Fund | 0.52 | 0.36 | 0.42 | 69 | Large Cap Blend Equities | SUWIX vs ORDNX | |
| Rock Oak Core Growth Fund | 0.55 | 0.71 | 0.81 | 80 | Large Cap Blend Equities | SUWIX vs RCKSX |
To view more results, upgrade your current subscription plan.
Build a portfolio that complements SUWIX
Add SUWIX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with SUWIX