Looking to diversify beyond WIBMX? The mutual funds below have historically moved differently from WIBMX, 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 WIBMX
1 mutual funds have low correlation with WIBMX (below 0.3), 0 of which are negatively correlated. The least correlated is Wilmington Real Asset Fund (WMRIX) (Global Allocation) with a 1Y correlation of 0.03, down from 0.20 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Wilmington Real Asset Fund | 0.03 | 0.20 | 0.20 | 90 | Global Allocation | WIBMX vs WMRIX | |
| Wilmington Large-Cap Strategy Fund | 0.31 | 0.21 | 0.16 | 52 | Large Cap Blend Equities | WIBMX vs WMLIX | |
| Wilmington Municipal Bond Fund | 0.58 | 0.64 | 0.57 | 56 | Municipal Bonds | WIBMX vs WTAIX | |
| Hartford Schroders Tax-Aware Bond Fund | 0.68 | 0.71 | 0.69 | 64 | Intermediate Core Bond | WIBMX vs STWTX | |
| Loomis Sayles Securitized Asset Fund | 0.77 | 0.87 | 0.90 | 64 | Intermediate Core Bond | WIBMX vs LSSAX |
To view more results, upgrade your current subscription plan.
Build a portfolio that complements WIBMX
Add WIBMX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with WIBMX