Looking to diversify beyond SWIRX? The mutual funds below have historically moved differently from SWIRX, which may reduce portfolio volatility when combined in a suitable allocation. The stock ideas table highlights individual companies with the same low-correlation characteristics. Correlation can change and does not guarantee that one asset will rise when another falls.
Best Diversifiers for SWIRX
0 mutual funds have low correlation with SWIRX (below 0.3), 0 of which are negatively correlated. The least correlated is Schwab Fundamental US Large Company Index Fund (SFLNX) (Large Cap Value Equities) with a 1Y correlation of 0.82, roughly unchanged from 0.88 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Schwab Fundamental US Large Company Index Fund | 0.82 | 0.86 | 0.88 | 97 | Large Cap Value Equities | SWIRX vs SFLNX | |
| Dimensional Retirement Income Fund | 0.83 | 0.81 | 0.78 | 83 | Target Retirement Date | SWIRX vs TDIFX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.84 | 0.84 | 0.85 | 84 | Small Cap Blend Equities | SWIRX vs SWSSX | |
| MFS Lifetime Income Fund | 0.86 | 0.83 | 0.83 | 58 | Target Retirement Date | SWIRX vs MLLIX | |
| Prudential Day One Income Fund | 0.87 | 0.84 | 0.85 | 85 | Target Retirement Date | SWIRX vs PDAHX |
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