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 Fidelity Advisor Large Cap Fund Class C (FLCCX) (Large Cap Value Equities) with a 1Y correlation of 0.38, down from 0.79 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Fidelity Advisor Large Cap Fund Class C | 0.38 | 0.65 | 0.79 | 60 | Large Cap Value Equities | SWDSX vs FLCCX | |
| Fidelity Advisor Large Cap Fund Class M | 0.39 | 0.65 | 0.79 | 61 | Large Cap Value Equities | SWDSX vs FALGX | |
| Fidelity Advisor Large Cap Fund Class I | 0.39 | 0.65 | 0.79 | 62 | Large Cap Value Equities | SWDSX vs FALIX | |
| Voya Corporate Leaders Trust Fund | 0.41 | 0.64 | 0.73 | 52 | Large Cap Value Equities | SWDSX vs LEXCX | |
| USAA Nasdaq 100 Index Fund | 0.43 | 0.49 | 0.60 | 75 | Large Cap Growth Equities | SWDSX vs USNQX |
See all 49 diversifiers for SWDSX
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