Looking to diversify beyond WHGMX? The mutual funds below have historically moved differently from WHGMX, 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 WHGMX
2 mutual funds have low correlation with WHGMX (below 0.3), 0 of which are negatively correlated. The least correlated is GQG Partners US Quality Dividend Income Fund (GQHPX) (Quality Factor) with a 1Y correlation of 0.10, down from 0.58 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| GQG Partners US Quality Dividend Income Fund | 0.10 | 0.43 | 0.58 | 62 | Quality Factor, Large Cap Value Equities | WHGMX vs GQHPX | |
| GQG Partners Global Quality Dividend Income Fund | 0.25 | 0.47 | 0.59 | 70 | Quality Factor, Global Equities | WHGMX vs GQFPX | |
| GQG Partners International Quality Dividend Income... | 0.40 | 0.47 | 0.55 | 71 | Quality Factor, Foreign Large Cap Equities | WHGMX vs GQJPX | |
| 13D Activist Fund | 0.61 | 0.76 | 0.83 | 78 | Mid Cap Blend Equities | WHGMX vs DDDIX | |
| GMO Quality Fund | 0.64 | 0.68 | 0.73 | 52 | Quality Factor, Large Cap Blend Equities | WHGMX vs GQETX |
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