Looking to diversify beyond WBIGX? The mutual funds below have the lowest correlation with WBIGX — 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 WBIGX.
Best Diversifiers for WBIGX
0 mutual funds have low correlation with WBIGX (below 0.3), 0 of which are negatively correlated. The least correlated is Federated Hermes International Strategic Value Dividend Fund (IVFIX) (Foreign Large Cap Equities) with a 1Y correlation of 0.37, down from 0.58 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Federated Hermes International Strategic Value Div... | 0.37 | 0.47 | 0.58 | 61 | Foreign Large Cap Equities | WBIGX vs IVFIX | |
| William Blair Emerging Markets Debt Fund | 0.50 | 0.44 | 0.45 | 92 | Emerging Markets Bonds | WBIGX vs WEDIX | |
| PIMCO RAE PLUS International Fund | 0.56 | 0.60 | 0.61 | 82 | Foreign Large Cap Equities | WBIGX vs PTSIX | |
| PIMCO RAE International Fund | 0.57 | 0.68 | 0.72 | 57 | Foreign Large Cap Equities | WBIGX vs PPYPX | |
| EuroPac International Dividend Income Fund | 0.61 | 0.60 | 0.62 | 76 | Foreign Large Cap Equities | WBIGX vs EPDIX |
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