Looking to diversify beyond WCMSX? The mutual funds below have historically moved differently from WCMSX, 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 WCMSX
0 mutual funds have low correlation with WCMSX (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 0.49, down from 0.63 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 | 0.49 | 0.56 | 0.63 | 50 | Foreign Small & Mid Cap Equities | WCMSX vs YASLX | |
| Kopernik Global All-Cap Fund | 0.52 | 0.47 | 0.55 | 61 | Foreign Small & Mid Cap Equities | WCMSX vs KGGIX | |
| Pear Tree Polaris International Opportunities Fund | 0.53 | 0.62 | 0.67 | 53 | Foreign Small & Mid Cap Equities | WCMSX vs QISIX | |
| Kopernik Global All-Cap Fund Class A | 0.53 | 0.47 | 0.55 | 60 | Foreign Small & Mid Cap Equities | WCMSX vs KGGAX | |
| Moerus Worldwide Value Fund | 0.65 | 0.67 | 0.69 | 56 | Foreign Small & Mid Cap Equities | WCMSX vs MOWIX |
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