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
1 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 0.25, up from 0.11 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 0.25 | 0.12 | 0.11 | 73 | Large Cap Blend Equities | SUWIX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 0.49 | 0.35 | 0.43 | 72 | Large Cap Blend Equities | SUWIX vs ORDNX | |
| First Eagle Overseas Fund Class I | 0.60 | 0.61 | 0.67 | 57 | Large Cap Blend Equities, Foreign Large Cap Equities | SUWIX vs SGOIX | |
| Rock Oak Core Growth Fund | 0.61 | 0.73 | 0.82 | 56 | Large Cap Blend Equities | SUWIX vs RCKSX | |
| DWS CROCI International Fund | 0.62 | 0.61 | 0.69 | 51 | Foreign Large Cap Equities | SUWIX vs SCINX |
See all 38 diversifiers for SUWIX
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