Looking to diversify beyond WLCTX? The mutual funds below have the lowest correlation with WLCTX — 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 WLCTX.
Best Diversifiers for WLCTX
0 mutual funds have low correlation with WLCTX (below 0.3), 0 of which are negatively correlated. The least correlated is Wilshire Small Company Value Portfolio (DTSVX) (Small Cap Blend Equities) with a 1Y correlation of 0.58, roughly unchanged from 0.67 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Wilshire Small Company Value Portfolio | 0.58 | 0.62 | 0.67 | 62 | Small Cap Blend Equities | WLCTX vs DTSVX | |
| Wilshire Large Company Value Portfolio | 0.67 | 0.70 | 0.76 | 59 | Large Cap Value Equities | WLCTX vs DTLVX | |
| Kopernik International Fund | 0.70 | 0.57 | 0.67 | 81 | Foreign Large Cap Equities | WLCTX vs KGIIX | |
| EuroPac International Dividend Income Fund | 0.71 | 0.71 | 0.74 | 87 | Foreign Large Cap Equities | WLCTX vs EPDIX | |
| EuroPac International Dividend Income Fund Class A | 0.71 | 0.71 | 0.74 | 87 | Foreign Large Cap Equities, Dividend | WLCTX vs EPDPX |
See all 21 diversifiers for WLCTX
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