Looking to diversify beyond SWQRX? The mutual funds below have the lowest correlation with SWQRX — 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 SWQRX.
Best Diversifiers for SWQRX
0 mutual funds have low correlation with SWQRX (below 0.3), 0 of which are negatively correlated. The least correlated is Dimensional Retirement Income Fund (TDIFX) (Target Retirement Date) with a 1Y correlation of 0.73, roughly unchanged from 0.72 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 0.73 | 0.75 | 0.72 | 85 | Target Retirement Date | SWQRX vs TDIFX | |
| Fidelity Freedom Income Fund Class K | 0.80 | 0.70 | 0.68 | 74 | Target Retirement Date | SWQRX vs FNSHX | |
| Fidelity Freedom Income Fund | 0.80 | 0.70 | 0.69 | 72 | Target Retirement Date | SWQRX vs FFFAX | |
| Fidelity Freedom Index Income Fund Institutional P... | 0.80 | 0.70 | 0.68 | 76 | Target Retirement Date | SWQRX vs FFGZX | |
| Prudential Day One Income Fund | 0.80 | 0.79 | 0.81 | 86 | Target Retirement Date | SWQRX vs PDAHX |
See all 66 diversifiers for SWQRX
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