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Wilmington Broad Market Bond Fund (WIBMX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 23, 2026

Under normal circumstances, the fund invests at least 80% of the value of its net assets in fixed income securities. The investment advisor will generally select investment grade fixed income securities and unrated securities determined to be of comparable quality, but also may invest up to 5% of the fund's total assets in lower-rated debt securities ("junk bonds"). The fund seeks to maintain a dollar-weighted average maturity of four to ten years.

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

Best Diversifiers for WIBMX

0 mutual funds have low correlation with WIBMX (below 0.3), 0 of which are negatively correlated. The least correlated is Wilmington Large-Cap Strategy Fund (WMLIX) (Large Cap Blend Equities) with a 1Y correlation of 0.30, up from 0.15 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
WMLIX
Wilmington Large-Cap Strategy Fund0.300.200.15
61
Large Cap Blend EquitiesWIBMX vs WMLIX
WTAIX
Wilmington Municipal Bond Fund0.570.630.57
65
Municipal BondsWIBMX vs WTAIX
STWTX
Hartford Schroders Tax-Aware Bond Fund0.650.710.68
53
Intermediate Core BondWIBMX vs STWTX
LSSAX
Loomis Sayles Securitized Asset Fund0.760.870.90
64
Intermediate Core BondWIBMX vs LSSAX
PCGTX
PACE Mortgage-Backed Securities Fixed Income Inves...0.820.890.89
54
Intermediate Core BondWIBMX vs PCGTX

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