Looking to diversify beyond SWYFX? The mutual funds below have the lowest correlation with SWYFX — 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 SWYFX.
Best Diversifiers for SWYFX
0 mutual funds have low correlation with SWYFX (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 0.81, roughly unchanged from 0.79 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 0.81 | 0.82 | 0.79 | 77 | Target Retirement Date | SWYFX vs TDIFX | |
| Schwab Fundamental US Large Company Index Fund | 0.84 | 0.87 | 0.89 | 92 | Large Cap Value Equities | SWYFX vs SFLNX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.85 | 0.84 | 0.86 | 69 | Small Cap Blend Equities | SWYFX vs SWSSX | |
| MFS Lifetime 2025 Fund | 0.86 | 0.88 | 0.90 | 61 | Target Retirement Date | SWYFX vs LTTIX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | 0.86 | 0.81 | 0.80 | 70 | Target Retirement Date | SWYFX vs FRQHX |
See all 73 diversifiers for SWYFX
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