Looking to diversify beyond SWLRX? The mutual funds below have the lowest correlation with SWLRX — 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 SWLRX.
Best Diversifiers for SWLRX
2 mutual funds have low correlation with SWLRX (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 0.01, down from 0.30 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| MH Elite Small Cap Fund of Funds Fund | 0.01 | 0.12 | 0.30 | 64 | Diversified Portfolio | SWLRX vs MHELX | |
| SEI Institutional Managed Trust Multi-Asset Inflat... | 0.10 | 0.25 | 0.25 | 73 | Diversified Portfolio | SWLRX vs SIFAX | |
| Standpoint Multi-Asset Fund Institutional | 0.35 | 0.34 | 0.27 | 75 | Diversified Portfolio | SWLRX vs BLNDX | |
| Allspring Diversified Capital Builder Fund | 0.39 | 0.46 | 0.51 | 97 | Diversified Portfolio | SWLRX vs EKBAX | |
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.41 | 0.41 | 0.46 | 99 | Diversified Portfolio | SWLRX vs STDAX |
See all 41 diversifiers for SWLRX
To view more results, upgrade your current subscription plan.
Diversification Analysis
Build a portfolio that complements SWLRX
Add SWLRX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with SWLRX