Looking to diversify beyond SWZ? The mutual funds below have historically moved differently from SWZ, 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 SWZ
0 mutual funds have low correlation with SWZ (below 0.3), 0 of which are negatively correlated. The least correlated is Goldman Sachs Strategic Volatility Premium Fund (SVPFX) (Large Cap Blend Equities) with a 1Y correlation of 0.30, up from 0.19 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 0.30 | 0.20 | 0.19 | 97 | Large Cap Blend Equities | SWZ vs SVPFX | |
| Rock Oak Core Growth Fund | 0.34 | 0.35 | 0.41 | 89 | Large Cap Blend Equities | SWZ vs RCKSX | |
| Integrity ESG Growth & Income Fund | 0.36 | 0.35 | 0.43 | 80 | Large Cap Blend Equities | SWZ vs IGIAX | |
| North Square Preferred and Income Securities Fund | 0.37 | 0.32 | 0.34 | 59 | Preferred Stock | SWZ vs ORDNX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 0.37 | 0.39 | 0.46 | 61 | Low Volatility | SWZ vs FSUVX |
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