Looking to diversify beyond WGROX? The mutual funds below have historically moved differently from WGROX, 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 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 -0.03, up from -0.18 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| AQR Managed Futures Strategy Fund Class N | -0.03 | -0.04 | -0.18 | 89 | Systematic Trend | WGROX vs AQMNX | |
| Wasatch Global Value Fund Investor Class Shares | 0.57 | 0.56 | 0.62 | 97 | Global Equities | WGROX vs FMIEX | |
| Driehaus Micro Cap Growth Fund | 0.62 | 0.75 | 0.81 | 82 | Small Cap Growth Equities | WGROX vs DMCRX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | 0.63 | 0.73 | 0.76 | 90 | Large Cap Value Equities, Dividend | WGROX vs CDDYX | |
| Dodge & Cox Stock Fund Class I | 0.67 | 0.76 | 0.79 | 56 | Large Cap Value Equities | WGROX vs DODGX |
To view more results, upgrade your current subscription plan.
Build a portfolio that complements WGROX
Add WGROX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with WGROX