Looking to diversify beyond SWYNX? The mutual funds below have the lowest correlation with SWYNX — 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 SWYNX.
Best Diversifiers for SWYNX
0 mutual funds have low correlation with SWYNX (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 0.66, roughly unchanged from 0.58 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| American Funds American High-Income Trust® Class R... | 0.66 | 0.59 | 0.58 | 82 | High Yield Bonds | SWYNX vs RITGX | |
| Vanguard Equity Income Fund Admiral Shares | 0.72 | 0.77 | 0.81 | 61 | Large Cap Value Equities | SWYNX vs VEIRX | |
| Vanguard Emerging Markets Stock Index Fund Institu... | 0.78 | 0.71 | 0.71 | 52 | Emerging Markets Equities | SWYNX vs VEMIX | |
| Dimensional Retirement Income Fund | 0.78 | 0.78 | 0.74 | 77 | Target Retirement Date | SWYNX vs TDIFX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 0.82 | 0.75 | 0.74 | 65 | Target Retirement Date | SWYNX vs FRQIX |
See all 99 diversifiers for SWYNX
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