Looking to diversify beyond SWSCX? The mutual funds below have the lowest correlation with SWSCX — 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 SWSCX.
Best Diversifiers for SWSCX
0 mutual funds have low correlation with SWSCX (below 0.3), 0 of which are negatively correlated. The least correlated is Schwab Fundamental International Large Company Index Fund (SFNNX) (Foreign Large Cap Equities) with a 1Y correlation of 0.63, roughly unchanged from 0.70 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Schwab Fundamental International Large Company Ind... | 0.63 | 0.65 | 0.70 | 86 | Foreign Large Cap Equities | SWSCX vs SFNNX | |
| Auer Growth Fund | 0.77 | 0.81 | 0.84 | 90 | Small Cap Blend Equities | SWSCX vs AUERX | |
| Schwab S&P 500 Index Fund | 0.81 | 0.78 | 0.82 | 73 | Large Cap Blend Equities, S&P 500 | SWSCX vs SWPPX | |
| Voya Index Plus SmallCap Portfolio | 0.82 | 0.87 | 0.92 | 77 | Small Cap Blend Equities | SWSCX vs IPSIX | |
| Schwab 1000 Index Fund | 0.84 | 0.81 | 0.85 | 70 | Large Cap Blend Equities | SWSCX vs SNXFX |
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