Looking to diversify beyond WBCIX? The mutual funds below have historically moved differently from WBCIX, 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 WBCIX
0 mutual funds have low correlation with WBCIX (below 0.3), 0 of which are negatively correlated. The least correlated is William Blair Emerging Markets ex China Growth Fund Class I (WXCIX) (Emerging Markets Equities) with a 1Y correlation of 0.37, roughly unchanged from 0.40 over 3 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| William Blair Emerging Markets ex China Growth Fun... | 0.37 | 0.40 | — | 79 | Emerging Markets Equities | WBCIX vs WXCIX | |
| William Blair Emerging Markets Debt Fund | 0.40 | 0.35 | 0.34 | 87 | Emerging Markets Bonds | WBCIX vs WEDIX | |
| Dodge & Cox Stock Fund Class I | 0.68 | 0.78 | 0.83 | 60 | Large Cap Value Equities | WBCIX vs DODGX | |
| Auer Growth Fund | 0.68 | 0.74 | 0.78 | 90 | Small Cap Blend Equities | WBCIX vs AUERX | |
| T. Rowe Price Value Fund | 0.76 | 0.79 | 0.82 | 91 | Large Cap Value Equities | WBCIX vs TRVLX |
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