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TETON Westwood SmallCap Equity Fund (WESCX) Diversifiers

Mutual Fund · Currency in USD · Last updated Aug 4, 2026
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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 historically moved differently from WESCX, 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 WESCX

0 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 0.34, down from 0.74 over 5 years.

How candidates are selected
SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
QISCX
Federated Hermes MDT Small Cap Core Fund0.340.580.74
62
Small Cap Blend EquitiesWESCX vs QISCX
JESIX
John Hancock Variable Insurance Trust Small Cap In...0.680.820.88
85
Small Cap Blend EquitiesWESCX vs JESIX
AUERX
Auer Growth Fund0.680.750.81
90
Small Cap Blend EquitiesWESCX vs AUERX
LSSCX
Loomis Sayles Small Cap Value Fund0.710.850.90
71
Small Cap Blend EquitiesWESCX vs LSSCX
NEFJX
Natixis Funds Trust I Vaughan Nelson Small Cap Val...0.750.800.87
58
Small Cap Blend EquitiesWESCX vs NEFJX
See all 138 diversifiers for WESCX

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