PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan

Wilshire 5000 Index Portfolio (WFIVX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jul 15, 2026

The investment seeks to replicate as closely as possible the performance of the Wilshire 5000 Index SM before the deduction of index fund expenses. The fund invests at least 80% of its assets in the equity securities of companies included in the index that are representative of the index. The managers may use enhanced stratified sampling techniques in an attempt to replicate the performance of the index. The fund normally holds stocks representing at least 90% of the total market value of the index.

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

Best Diversifiers for WFIVX

0 mutual funds have low correlation with WFIVX (below 0.3), 0 of which are negatively correlated. The least correlated is Goldman Sachs Strategic Volatility Premium Fund (SVPFX) (Large Cap Blend Equities) with a 1Y correlation of 0.33, up from 0.13 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
SVPFX
Goldman Sachs Strategic Volatility Premium Fund0.330.170.13
94
Large Cap Blend EquitiesWFIVX vs SVPFX
QLEIX
AQR Long-Short Equity Fund0.440.430.32
65
Long-ShortWFIVX vs QLEIX
ORDNX
North Square Preferred and Income Securities Fund0.530.360.42
68
Large Cap Blend EquitiesWFIVX vs ORDNX
RCKSX
Rock Oak Core Growth Fund0.630.740.83
82
Large Cap Blend EquitiesWFIVX vs RCKSX
SGOIX
First Eagle Overseas Fund Class I0.650.620.67
58
Large Cap Blend Equities, Foreign Large Cap EquitiesWFIVX vs SGOIX
See all 45 diversifiers for WFIVX

To view more results, upgrade your current subscription plan.

Low-Correlation Stock Ideas

If you're looking for individual stocks that move independently from WFIVX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to WFIVX and solid risk/return profiles. The least correlated is Stanley Black & Decker, Inc. (SWK) (Industrials) with a 1Y correlation of 0.54, roughly unchanged from 0.61 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankSector
SWK
Stanley Black & Decker, Inc.0.540.560.61
66
Industrials

Rows per page

1–1 of 1

Diversification Analysis

Build a portfolio that complements WFIVX

Add WFIVX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.

Analyze a portfolio with WFIVX