Looking to diversify beyond SWHGX? The mutual funds below have the lowest correlation with SWHGX — 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 SWHGX.
Best Diversifiers for SWHGX
2 mutual funds have low correlation with SWHGX (below 0.3), 1 of which are negatively correlated. The least correlated is SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund (SIFAX) (Diversified Portfolio) with a 1Y correlation of -0.15, down from 0.15 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | -0.15 | 0.03 | 0.15 | 73 | Diversified Portfolio | SWHGX vs SIFAX | |
| MH Elite Small Cap Fund of Funds Fund | 0.03 | 0.19 | 0.53 | 64 | Diversified Portfolio | SWHGX vs MHELX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 0.40 | 0.60 | 0.65 | 96 | Diversified Portfolio | SWHGX vs FSIRX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 0.40 | 0.60 | 0.65 | 95 | Diversified Portfolio | SWHGX vs FCSRX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 0.40 | 0.60 | 0.65 | 96 | Diversified Portfolio | SWHGX vs FIQDX |
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