Looking to diversify beyond SWYGX? The mutual funds below have the lowest correlation with SWYGX — 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 SWYGX.
Best Diversifiers for SWYGX
0 mutual funds have low correlation with SWYGX (below 0.3), 0 of which are negatively correlated. The least correlated is American Funds American High-Income Trust® Class R-6 (RITGX) (High Yield Bonds) with a 1Y correlation of 0.68, roughly unchanged from 0.60 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| American Funds American High-Income Trust® Class R... | 0.68 | 0.61 | 0.60 | 82 | High Yield Bonds | SWYGX vs RITGX | |
| Vanguard Equity Income Fund Admiral Shares | 0.72 | 0.77 | 0.80 | 61 | Large Cap Value Equities | SWYGX vs VEIRX | |
| Vanguard Emerging Markets Stock Index Fund Institu... | 0.76 | 0.69 | 0.69 | 52 | Emerging Markets Equities | SWYGX vs VEMIX | |
| Dimensional Retirement Income Fund | 0.80 | 0.81 | 0.77 | 77 | Target Retirement Date | SWYGX vs TDIFX | |
| Fidelity Value Fund | 0.80 | 0.82 | 0.85 | 74 | Mid Cap Value Equities | SWYGX vs FDVLX |
See all 93 diversifiers for SWYGX
To view more results, upgrade your current subscription plan.
Diversification Analysis
Build a portfolio that complements SWYGX
Add SWYGX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with SWYGX