Looking to diversify beyond WGROX? The mutual funds below have the lowest correlation with WGROX — 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 WGROX.
Best Diversifiers for WGROX
1 mutual funds have low correlation with WGROX (below 0.3), 1 of which are negatively correlated. The least correlated is AQR Managed Futures Strategy Fund Class N (AQMNX) (Systematic Trend) with a 1Y correlation of -0.01, up from -0.15 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| AQR Managed Futures Strategy Fund Class N | -0.01 | -0.04 | -0.15 | 89 | Systematic Trend | WGROX vs AQMNX | |
| Wasatch Emerging Markets Small Cap Fund | 0.48 | 0.51 | 0.56 | 62 | Emerging Markets Diversified | WGROX vs WAEMX | |
| Wasatch Global Value Fund Investor Class Shares | 0.60 | 0.57 | 0.63 | 86 | Global Equities | WGROX vs FMIEX | |
| Driehaus Micro Cap Growth Fund | 0.67 | 0.77 | 0.82 | 83 | Small Cap Growth Equities | WGROX vs DMCRX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | 0.70 | 0.75 | 0.77 | 79 | Large Cap Value Equities, Dividend | WGROX vs CDDYX |
See all 30 diversifiers for WGROX
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