Looking to diversify beyond WHGMX? The mutual funds below have the lowest correlation with WHGMX — 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 WHGMX.
Best Diversifiers for WHGMX
0 mutual funds have low correlation with WHGMX (below 0.3), 0 of which are negatively correlated. The least correlated is Gotham Enhanced Return Fund (GENIX) (Mid Cap Blend Equities) with a 1Y correlation of 0.63, down from 0.76 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Gotham Enhanced Return Fund | 0.63 | 0.70 | 0.76 | 74 | Mid Cap Blend Equities | WHGMX vs GENIX | |
| 13D Activist Fund | 0.64 | 0.76 | 0.83 | 68 | Mid Cap Blend Equities | WHGMX vs DDDIX | |
| Tarkio Fund | 0.68 | 0.77 | 0.83 | 68 | Mid Cap Blend Equities | WHGMX vs TARKX | |
| John Hancock Variable Insurance Trust Mid Cap Inde... | 0.69 | 0.80 | 0.88 | 68 | Mid Cap Blend Equities | WHGMX vs JECIX | |
| Westwood High Income Fund | 0.70 | 0.70 | 0.69 | 85 | High Yield Bonds | WHGMX vs WHGHX |
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