Looking to diversify beyond SUWIX? The mutual funds below have historically moved differently from SUWIX, which may reduce portfolio volatility when combined in a suitable allocation. The stock ideas table highlights individual companies with the same low-correlation characteristics. Correlation can change and does not guarantee that one asset will rise when another falls.
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 DWS RREEF Real Assets Fund (AAAZX) (Global Allocation) with a 1Y correlation of 0.31, down from 0.61 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DWS RREEF Real Assets Fund | 0.31 | 0.50 | 0.61 | 61 | Global Allocation | SUWIX vs AAAZX | |
| DWS RREEF Real Assets Fund - Class A | 0.31 | 0.50 | 0.61 | 58 | Infrastructure Equities, Natural Resources, REIT, Commodities, Inflation-Protected Bonds, Diversified Portfolio, Actively Managed | SUWIX vs AAAAX | |
| Goldman Sachs Strategic Volatility Premium Fund | 0.33 | 0.15 | 0.13 | 95 | Large Cap Blend Equities | SUWIX vs SVPFX | |
| DWS CROCI Equity Dividend Fd | 0.35 | 0.49 | 0.62 | 64 | Large Cap Value Equities | SUWIX vs KDHAX | |
| North Square Preferred and Income Securities Fund | 0.53 | 0.36 | 0.41 | 57 | Preferred Stock | SUWIX vs ORDNX |
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