Looking to diversify beyond SWZ? The mutual funds below have the lowest correlation with SWZ — 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 SWZ.
Best Diversifiers for SWZ
1 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 0.26, roughly unchanged from 0.18 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 0.26 | 0.19 | 0.18 | 73 | Large Cap Blend Equities | SWZ vs SVPFX | |
| North Square Preferred and Income Securities Fund | 0.34 | 0.31 | 0.34 | 72 | Large Cap Blend Equities | SWZ vs ORDNX | |
| Rock Oak Core Growth Fund | 0.34 | 0.36 | 0.41 | 56 | Large Cap Blend Equities | SWZ vs RCKSX | |
| Integrity ESG Growth & Income Fund | 0.37 | 0.38 | 0.43 | 89 | Large Cap Blend Equities | SWZ vs IGIAX | |
| Archer Multi Cap Fund | 0.38 | 0.34 | 0.40 | 84 | Large Cap Blend Equities | SWZ vs ALSMX |
See all 12 diversifiers for SWZ
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Diversification Analysis
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