Looking to diversify beyond WBGSX? The mutual funds below have historically moved differently from WBGSX, 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 WBGSX
0 mutual funds have low correlation with WBGSX (below 0.3), 0 of which are negatively correlated. The least correlated is William Blair Emerging Markets Debt Fund (WEDIX) (Emerging Markets Bonds) with a 1Y correlation of 0.41, roughly unchanged from 0.31 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| William Blair Emerging Markets Debt Fund | 0.41 | 0.29 | 0.31 | 90 | Emerging Markets Bonds | WBGSX vs WEDIX | |
| William Blair Emerging Markets ex China Growth Fun... | 0.48 | 0.47 | — | 77 | Emerging Markets Equities | WBGSX vs WXCIX | |
| Sound Shore Fund | 0.55 | 0.61 | 0.71 | 65 | Large Cap Value Equities | WBGSX vs SSHFX | |
| Davis New York Venture Fund Class Y | 0.64 | 0.72 | 0.77 | 90 | Large Cap Growth Equities | WBGSX vs DNVYX | |
| American Growth Fund Series One | 0.66 | 0.74 | 0.81 | 56 | Large Cap Growth Equities | WBGSX vs AMRGX |
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