Looking to diversify beyond WISGX? The mutual funds below have historically moved differently from WISGX, 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 WISGX
2 mutual funds have low correlation with WISGX (below 0.3), 0 of which are negatively correlated. The least correlated is Segall Bryant & Hamill Colorado Tax Free Fund (WTCOX) (Municipal Bonds) with a 1Y correlation of 0.20, roughly unchanged from 0.14 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Segall Bryant & Hamill Colorado Tax Free Fund | 0.20 | 0.14 | 0.14 | 88 | Municipal Bonds | WISGX vs WTCOX | |
| Segall Bryant & Hamill Municipal Opportunities Fun... | 0.22 | 0.16 | 0.15 | 77 | Municipal Bonds | WISGX vs WITAX | |
| Segall Bryant & Hamill Quality High Yield Fund | 0.55 | 0.49 | 0.50 | 90 | High Yield Bonds | WISGX vs WTLTX | |
| Segall Bryant & Hamill International Small Cap Fun... | 0.58 | 0.59 | 0.63 | 72 | Foreign Small & Mid Cap Equities | WISGX vs SBSIX | |
| Segall Bryant & Hamill Emerging Markets Fund | 0.65 | 0.59 | 0.61 | 54 | Emerging Markets Equities | WISGX vs SBEMX |
To view more results, upgrade your current subscription plan.
Build a portfolio that complements WISGX
Add WISGX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with WISGX