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TETON Westwood SmallCap Equity Fund (WESCX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 3, 2026

The fund normally invests at least 80% of its net assets (which includes, for purposes of this test, the amount of any borrowings for investment purposes) in a portfolio of common stocks of smaller companies. The Adviser characterizes small capitalization companies as those companies with a market capitalization between $100 million and $2.5 billion at the time of the fund's initial investment. It may also invest up to 25% of its total assets in foreign securities and in European Depositary Receipts ("EDRs") or American Depositary Receipts ("ADRs").

Looking to diversify beyond WESCX? The mutual funds below have the lowest correlation with WESCX — 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 WESCX.

Best Diversifiers for WESCX

1 mutual funds have low correlation with WESCX (below 0.3), 0 of which are negatively correlated. The least correlated is Federated Hermes MDT Small Cap Core Fund (QISCX) (Small Cap Blend Equities) with a 1Y correlation of 0.18, down from 0.74 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
QISCX
Federated Hermes MDT Small Cap Core Fund0.180.580.74
51
Small Cap Blend EquitiesWESCX vs QISCX
JESIX
John Hancock Variable Insurance Trust Small Cap In...0.640.820.88
65
Small Cap Blend EquitiesWESCX vs JESIX
AUERX
Auer Growth Fund0.710.770.82
91
Small Cap Blend EquitiesWESCX vs AUERX
NEFJX
Natixis Funds Trust I Vaughan Nelson Small Cap Val...0.740.810.88
51
Small Cap Blend EquitiesWESCX vs NEFJX
TRCSX
T. Rowe Price Small-Cap Index Fund0.770.860.90
75
Small Cap Blend EquitiesWESCX vs TRCSX
See all 92 diversifiers for WESCX

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