Looking to diversify beyond WHGSX? The mutual funds below have historically moved differently from WHGSX, 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 WHGSX
2 mutual funds have low correlation with WHGSX (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 0.12, down from 0.54 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 | 0.12 | 0.39 | 0.54 | 54 | Quality Factor, Large Cap Value Equities | WHGSX vs GQHPX | |
| GQG Partners Global Quality Dividend Income Fund | 0.24 | 0.42 | 0.54 | 63 | Quality Factor, Global Equities | WHGSX vs GQFPX | |
| GQG Partners International Quality Dividend Income... | 0.36 | 0.41 | 0.49 | 65 | Quality Factor, Foreign Large Cap Equities | WHGSX vs GQJPX | |
| Pear Tree Quality Fund | 0.58 | 0.60 | 0.68 | 53 | Quality Factor, Large Cap Blend Equities | WHGSX vs USBOX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.60 | 0.64 | 0.73 | 75 | Large Cap Blend Equities | WHGSX vs VFFSX |
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