Looking to diversify beyond WHGIX? The mutual funds below have historically moved differently from WHGIX, 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 WHGIX
2 mutual funds have low correlation with WHGIX (below 0.3), 1 of which are negatively correlated. The least correlated is SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund (SIFAX) (Diversified Portfolio) with a 1Y correlation of -0.09, down from 0.20 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | -0.09 | 0.08 | 0.20 | 83 | Diversified Portfolio | WHGIX vs SIFAX | |
| MH Elite Small Cap Fund of Funds Fund | 0.04 | 0.13 | 0.44 | 66 | Diversified Portfolio | WHGIX vs MHELX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 0.44 | 0.61 | 0.66 | 91 | Diversified Portfolio | WHGIX vs FSIRX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 0.45 | 0.61 | 0.66 | 91 | Diversified Portfolio | WHGIX vs FIQDX | |
| Fidelity Strategic Real Return Fund | 0.45 | 0.62 | 0.66 | 95 | Diversified Portfolio | WHGIX vs FSRRX |
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