Looking to diversify beyond WCQGX? The mutual funds below have historically moved differently from WCQGX, 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 WCQGX
3 mutual funds have low correlation with WCQGX (below 0.3), 2 of which are negatively correlated. The least correlated is GQG Partners US Quality Dividend Income Fund (GQHPX) (Quality Factor) with a 1Y correlation of -0.23, down from 0.15 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| GQG Partners US Quality Dividend Income Fund | -0.23 | 0.06 | 0.15 | 62 | Quality Factor, Large Cap Value Equities | WCQGX vs GQHPX | |
| GQG Partners Global Quality Dividend Income Fund | -0.05 | 0.20 | 0.28 | 70 | Quality Factor, Global Equities | WCQGX vs GQFPX | |
| GQG Partners International Quality Dividend Income... | 0.12 | 0.27 | 0.34 | 71 | Quality Factor, Foreign Large Cap Equities | WCQGX vs GQJPX | |
| GMO Quality Fund | 0.45 | 0.35 | 0.38 | 52 | Quality Factor, Large Cap Blend Equities | WCQGX vs GQETX | |
| Morgan Stanley China A Share Fund | 0.60 | 0.62 | 0.67 | 78 | China Equities, Asia Pacific Equities | WCQGX vs CAF |
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