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Westwood Quality SmallCap Fund (WHGSX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 24, 2026

The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of small-cap companies. The manager considers small-cap companies to be those companies within the market capitalization range of the Russell 2000 Index at the time of initial purchase. The equity securities in which the fund invests are primarily common stocks, but may also include shares of exchange-traded funds ("ETFs"), real estate investment trusts, royalty trusts, and master limited partnerships.

Looking to diversify beyond WHGSX? The mutual funds below have the lowest correlation with WHGSX — 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 WHGSX.

Best Diversifiers for WHGSX

0 mutual funds have low correlation with WHGSX (below 0.3), 0 of which are negatively correlated. The least correlated is Vanguard 500 Index Fund Institutional Select Shares (VFFSX) (Large Cap Blend Equities) with a 1Y correlation of 0.62, down from 0.73 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
VFFSX
Vanguard 500 Index Fund Institutional Select Share...0.620.650.73
65
Large Cap Blend EquitiesWHGSX vs VFFSX
VTSNX
Vanguard Total International Stock Index Fund Inst...0.630.620.67
69
Foreign Large Cap Equities, Large Cap Blend EquitiesWHGSX vs VTSNX
WHGHX
Westwood High Income Fund0.670.670.68
84
High Yield BondsWHGSX vs WHGHX
VFFVX
Vanguard Target Retirement 2055 Fund0.670.700.77
71
Target Retirement Date, Diversified PortfolioWHGSX vs VFFVX
AUERX
Auer Growth Fund0.690.740.80
86
Small Cap Blend EquitiesWHGSX vs AUERX
See all 34 diversifiers for WHGSX

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