Looking to diversify beyond SWEGX? The mutual funds below have the lowest correlation with SWEGX — 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 SWEGX.
Best Diversifiers for SWEGX
1 mutual funds have low correlation with SWEGX (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 0.02, down from 0.51 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| MH Elite Small Cap Fund of Funds Fund | 0.02 | 0.16 | 0.51 | 70 | Diversified Portfolio | SWEGX vs MHELX | |
| American Beacon Frontier Markets Income Fund | 0.39 | 0.32 | 0.33 | 98 | Emerging Markets Bonds | SWEGX vs AGEPX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 0.42 | 0.59 | 0.64 | 86 | Diversified Portfolio | SWEGX vs FSIRX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 0.43 | 0.59 | 0.64 | 82 | Diversified Portfolio | SWEGX vs FCSRX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 0.43 | 0.59 | 0.64 | 88 | Diversified Portfolio | SWEGX vs FIQDX |
See all 46 diversifiers for SWEGX
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