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 Total International Stock Index Fund Institutional Shares (VTSNX) (Large Cap Blend Equities) with a 1Y correlation of 0.60, roughly unchanged from 0.67 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Vanguard Total International Stock Index Fund Inst... | 0.60 | 0.61 | 0.67 | 59 | Large Cap Blend Equities, Foreign Large Cap Equities | WHGSX vs VTSNX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.62 | 0.64 | 0.73 | 73 | Large Cap Blend Equities | WHGSX vs VFFSX | |
| Westwood High Income Fund | 0.66 | 0.67 | 0.68 | 89 | High Yield Bonds | WHGSX vs WHGHX | |
| Vanguard Target Retirement 2055 Fund | 0.67 | 0.70 | 0.77 | 71 | Target Retirement Date, Diversified Portfolio | WHGSX vs VFFVX | |
| Auer Growth Fund | 0.69 | 0.75 | 0.80 | 90 | Small Cap Blend Equities | WHGSX vs AUERX |
To view more results, upgrade your current subscription plan.
Build a portfolio that complements WHGSX
Add WHGSX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with WHGSX