Looking to diversify beyond SWCGX? The mutual funds below have the lowest correlation with SWCGX — 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 SWCGX.
Best Diversifiers for SWCGX
1 mutual funds have low correlation with SWCGX (below 0.3), 0 of which are negatively correlated. The least correlated is MH Elite Small Cap Fund of Funds Fund (MHELX) (Diversified Portfolio) with a 1Y correlation of 0.04, down from 0.44 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| MH Elite Small Cap Fund of Funds Fund | 0.04 | 0.16 | 0.44 | 67 | Diversified Portfolio | SWCGX vs MHELX | |
| Concorde Wealth Management Fund | 0.42 | 0.58 | 0.65 | 55 | Diversified Portfolio | SWCGX vs CONWX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 0.43 | 0.61 | 0.64 | 86 | Diversified Portfolio | SWCGX vs FSIRX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 0.43 | 0.61 | 0.64 | 88 | Diversified Portfolio | SWCGX vs FIQDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 0.43 | 0.61 | 0.63 | 82 | Diversified Portfolio | SWCGX vs FCSRX |
See all 35 diversifiers for SWCGX
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