Looking to diversify beyond WAMFX? The mutual funds below have the lowest correlation with WAMFX — 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 WAMFX.
Best Diversifiers for WAMFX
0 mutual funds have low correlation with WAMFX (below 0.3), 0 of which are negatively correlated. The least correlated is Natixis Funds Trust II Vaughan Nelson Mid Cap Fund (VNVYX) (Mid Cap Blend Equities) with a 1Y correlation of 0.54, down from 0.78 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Natixis Funds Trust II Vaughan Nelson Mid Cap Fund | 0.54 | 0.67 | 0.78 | 80 | Mid Cap Blend Equities | WAMFX vs VNVYX | |
| Tarkio Fund | 0.56 | 0.70 | 0.78 | 68 | Mid Cap Blend Equities | WAMFX vs TARKX | |
| Hodges Fund | 0.60 | 0.67 | 0.74 | 78 | Mid Cap Blend Equities | WAMFX vs HDPMX | |
| Paradigm Select Fund | 0.61 | 0.70 | 0.78 | 92 | Mid Cap Blend Equities | WAMFX vs PFSLX | |
| Bridgeway Aggressive Investors 1 Fund | 0.62 | 0.69 | 0.78 | 54 | Mid Cap Blend Equities | WAMFX vs BRAGX |
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