Looking to diversify beyond SWLVX? The mutual funds below have the lowest correlation with SWLVX — 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 SWLVX.
Best Diversifiers for SWLVX
2 mutual funds have low correlation with SWLVX (below 0.3), 0 of which are negatively correlated. The least correlated is Federated Hermes Equity Income Fund (LEIFX) (Large Cap Value Equities) with a 1Y correlation of 0.21, down from 0.78 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Federated Hermes Equity Income Fund | 0.21 | 0.58 | 0.78 | 71 | Large Cap Value Equities | SWLVX vs LEIFX | |
| Voya Corporate Leaders Trust Fund | 0.29 | 0.60 | 0.71 | 68 | Large Cap Value Equities | SWLVX vs LEXCX | |
| Federated Hermes Strategic Value Dividend Fund | 0.44 | 0.62 | 0.73 | 86 | Large Cap Value Equities | SWLVX vs SVAIX | |
| AMG Yacktman Focused Fund | 0.49 | 0.67 | 0.78 | 86 | Large Cap Value Equities | SWLVX vs YAFFX | |
| Buffalo Flexible Income Fund | 0.49 | 0.73 | 0.82 | 61 | Large Cap Value Equities | SWLVX vs BUFBX |
See all 226 diversifiers for SWLVX
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