Looking to diversify beyond SWYNX? The mutual funds below have historically moved differently from SWYNX, which may reduce portfolio volatility when combined in a suitable allocation. The stock ideas table highlights individual companies with the same low-correlation characteristics. Correlation can change and does not guarantee that one asset will rise when another falls.
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 Vanguard Equity Income Fund Admiral Shares (VEIRX) (Dividend) with a 1Y correlation of 0.66, down from 0.80 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Vanguard Equity Income Fund Admiral Shares | 0.66 | 0.75 | 0.80 | 84 | Dividend, Large Cap Value Equities | SWYNX vs VEIRX | |
| American Funds American High-Income Trust® Class R... | 0.68 | 0.59 | 0.58 | 75 | High Yield Bonds | SWYNX vs RITGX | |
| Fidelity Low-Priced Stock Fund Class K | 0.79 | 0.84 | 0.86 | 77 | Mid Cap Value Equities | SWYNX vs FLPKX | |
| Dimensional Retirement Income Fund | 0.80 | 0.78 | 0.74 | 81 | Target Retirement Date | SWYNX vs TDIFX | |
| Schwab Fundamental US Large Company Index Fund | 0.82 | 0.87 | 0.90 | 96 | Large Cap Value Equities | SWYNX vs SFLNX |
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