Looking to diversify beyond WHGLX? The mutual funds below have historically moved differently from WHGLX, 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 WHGLX
1 mutual funds have low correlation with WHGLX (below 0.3), 0 of which are negatively correlated. The least correlated is Voya Corporate Leaders Trust Fund (LEXCX) (Large Cap Value Equities) with a 1Y correlation of 0.29, down from 0.69 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Voya Corporate Leaders Trust Fund | 0.29 | 0.55 | 0.69 | 93 | Large Cap Value Equities | WHGLX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 0.32 | 0.58 | 0.70 | 62 | Quality Factor, Large Cap Value Equities | WHGLX vs GQHPX | |
| Federated Hermes Equity Income Fund | 0.33 | 0.58 | 0.78 | 72 | Dividend, Large Cap Value Equities | WHGLX vs LEIFX | |
| AMG Yacktman Focused Fund | 0.34 | 0.58 | 0.72 | 89 | Large Cap Value Equities | WHGLX vs YAFFX | |
| GQG Partners Global Quality Dividend Income Fund | 0.42 | 0.55 | 0.67 | 70 | Quality Factor, Global Equities | WHGLX vs GQFPX |
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