Looking to diversify beyond SWDSX? The mutual funds below have the lowest correlation with SWDSX — 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 SWDSX.
Best Diversifiers for SWDSX
0 mutual funds have low correlation with SWDSX (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 0.32, down from 0.72 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | 0.32 | 0.58 | 0.72 | 86 | Large Cap Value Equities | SWDSX vs YAFFX | |
| Schwab Fundamental Emerging Markets Equity Index F... | 0.33 | 0.38 | 0.47 | 66 | Emerging Markets Equities, Emerging Markets Diversified | SWDSX vs SFENX | |
| USAA Nasdaq 100 Index Fund | 0.34 | 0.47 | 0.60 | 57 | Nasdaq-100, Large Cap Growth Equities | SWDSX vs USNQX | |
| Voya Corporate Leaders Trust Fund | 0.39 | 0.62 | 0.72 | 70 | Large Cap Value Equities | SWDSX vs LEXCX | |
| AMG Yacktman Fund | 0.51 | 0.71 | 0.81 | 86 | Large Cap Value Equities | SWDSX vs YACKX |
See all 58 diversifiers for SWDSX
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