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 0.77, 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 | 0.77 | 0.75 | 0.73 | 77 | Target Retirement Date | SWQRX vs TDIFX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 0.82 | 0.73 | 0.73 | 65 | Target Retirement Date | SWQRX vs FRQIX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | 0.82 | 0.73 | 0.73 | 70 | Target Retirement Date | SWQRX vs FRQHX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 0.82 | 0.72 | 0.70 | 65 | Target Retirement Date | SWQRX vs FRIMX | |
| Fidelity Managed Retirement Income Fund | 0.82 | 0.72 | 0.70 | 66 | Target Retirement Date | SWQRX vs FIRMX |
See all 74 diversifiers for SWQRX
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