Looking to diversify beyond WHGIX? The mutual funds below have the lowest correlation with WHGIX — 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 WHGIX.
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 0.22 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | -0.09 | 0.12 | 0.22 | 76 | Diversified Portfolio | WHGIX vs SIFAX | |
| MH Elite Small Cap Fund of Funds Fund | 0.07 | 0.17 | 0.46 | 63 | Diversified Portfolio | WHGIX vs MHELX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 0.41 | 0.62 | 0.67 | 96 | Diversified Portfolio | WHGIX vs FIQDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 0.41 | 0.63 | 0.66 | 95 | Diversified Portfolio | WHGIX vs FCSRX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 0.42 | 0.63 | 0.67 | 96 | Diversified Portfolio | WHGIX vs FSIRX |
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