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Wilshire 5000 Index Portfolio (WFIVX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 4, 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

3 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 0.28, up from 0.12 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
SVPFX
Goldman Sachs Strategic Volatility Premium Fund0.280.140.12
73
Large Cap Blend EquitiesWFIVX vs SVPFX
QIACX
Federated Hermes MDT All Cap Core Fund0.290.620.80
56
Large Cap Blend EquitiesWFIVX vs QIACX
QKACX
Federated Hermes MDT All Cap Core Fund Class R60.290.620.80
56
Large Cap Blend EquitiesWFIVX vs QKACX
QLEIX
AQR Long-Short Equity Fund0.420.420.31
53
Long-ShortWFIVX vs QLEIX
ORDNX
North Square Preferred and Income Securities Fund0.480.340.43
72
Large Cap Blend EquitiesWFIVX vs ORDNX
See all 41 diversifiers for WFIVX

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Diversification Analysis

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