Looking to diversify beyond WCFOX? The mutual funds below have historically moved differently from WCFOX, 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 WCFOX
0 mutual funds have low correlation with WCFOX (below 0.3), 0 of which are negatively correlated. The least correlated is AMG Yacktman Special Opportunities Fund (YASLX) (Foreign Small & Mid Cap Equities) with a 1Y correlation of 0.48, down from 0.61 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| AMG Yacktman Special Opportunities Fund | 0.48 | 0.52 | 0.61 | 55 | Foreign Small & Mid Cap Equities | WCFOX vs YASLX | |
| Kopernik Global All-Cap Fund Class A | 0.52 | 0.44 | 0.53 | 65 | Foreign Small & Mid Cap Equities | WCFOX vs KGGAX | |
| Kopernik Global All-Cap Fund | 0.53 | 0.44 | 0.54 | 66 | Foreign Small & Mid Cap Equities | WCFOX vs KGGIX | |
| Artisan International Explorer Fund | 0.60 | 0.66 | 0.71 | 72 | Foreign Small & Mid Cap Equities | WCFOX vs ARHBX | |
| First Eagle Global Fund Class I | 0.65 | 0.71 | 0.75 | 76 | Global Allocation | WCFOX vs SGIIX |
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