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 Federated Hermes International Strategic Value Dividend Fund (IVFIX) (Foreign Large Cap Equities) with a 1Y correlation of 0.48, down from 0.68 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Federated Hermes International Strategic Value Div... | 0.48 | 0.58 | 0.68 | 63 | Foreign Large Cap Equities | WLCTX vs IVFIX | |
| Wilshire Small Company Value Portfolio | 0.58 | 0.61 | 0.67 | 73 | Small Cap Blend Equities | WLCTX vs DTSVX | |
| Wilshire Large Company Value Portfolio | 0.67 | 0.69 | 0.76 | 68 | Large Cap Value Equities | WLCTX vs DTLVX | |
| PIMCO RAE PLUS International Fund | 0.68 | 0.71 | 0.73 | 83 | Foreign Large Cap Equities | WLCTX vs PTSIX | |
| PIMCO RAE International Fund | 0.71 | 0.81 | 0.85 | 59 | Foreign Large Cap Equities | WLCTX vs PPYPX |
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