Looking to diversify beyond WHOSX? The mutual funds below have historically moved differently from WHOSX, 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 WHOSX
6 mutual funds have low correlation with WHOSX (below 0.3), 0 of which are negatively correlated. The least correlated is GMO U.S. Treasury Fund (GUSTX) (Government Bonds) with a 1Y correlation of 0.01, roughly unchanged from 0.03 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| GMO U.S. Treasury Fund | 0.01 | 0.01 | 0.03 | 99 | Government Bonds | WHOSX vs GUSTX | |
| DFA Short-Term Government Portfolio | 0.10 | 0.04 | 0.25 | 99 | Government Bonds | WHOSX vs DFFGX | |
| Schwab S&P 500 Index Fund | 0.11 | 0.11 | 0.04 | 63 | Large Cap Blend Equities, S&P 500 | WHOSX vs SWPPX | |
| Federated Hermes Adjustable Rate Fund | 0.11 | 0.40 | 0.39 | 99 | Government Bonds | WHOSX vs FEUGX | |
| Wasatch Global Value Fund Investor Class Shares | 0.15 | 0.20 | 0.06 | 97 | Global Equities | WHOSX vs FMIEX |
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