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
1 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 0.19, 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 | 0.19 | 0.59 | 0.78 | 65 | Large Cap Value Equities | SWLVX vs LEIFX | |
| Federated Hermes Strategic Value Dividend Fund | 0.47 | 0.63 | 0.74 | 78 | Large Cap Value Equities | SWLVX vs SVAIX | |
| Rational Equity Armor Fund | 0.64 | 0.62 | 0.72 | 55 | Large Cap Value Equities | SWLVX vs HDCTX | |
| Hennessy Cornerstone Value Fund | 0.65 | 0.80 | 0.85 | 81 | Large Cap Value Equities | SWLVX vs HFCVX | |
| Smead Value Fund | 0.69 | 0.82 | 0.86 | 62 | Large Cap Value Equities | SWLVX vs SMVLX |
See all 208 diversifiers for SWLVX
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