Looking to diversify beyond WMCVX? The mutual funds below have historically moved differently from WMCVX, 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 WMCVX
0 mutual funds have low correlation with WMCVX (below 0.3), 0 of which are negatively correlated. The least correlated is Auer Growth Fund (AUERX) (Small Cap Blend Equities) with a 1Y correlation of 0.62, down from 0.78 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Auer Growth Fund | 0.62 | 0.72 | 0.78 | 91 | Small Cap Blend Equities | WMCVX vs AUERX | |
| DFA International Small Company Portfolio | 0.64 | 0.64 | 0.70 | 60 | Foreign Small & Mid Cap Equities, Small Cap Blend Equities | WMCVX vs DFISX | |
| Wasatch Global Value Fund Investor Class Shares | 0.64 | 0.62 | 0.69 | 97 | Global Equities | WMCVX vs FMIEX | |
| Hennessy Cornerstone Growth Fund | 0.66 | 0.79 | 0.80 | 53 | Small Cap Blend Equities | WMCVX vs HFCGX | |
| Hodges Small Cap Fund | 0.80 | 0.88 | 0.91 | 72 | Small Cap Blend Equities | WMCVX vs HDPSX |
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