Looking to diversify beyond WMCVX? The mutual funds below have the lowest correlation with WMCVX — 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 WMCVX.
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 USAA Nasdaq 100 Index Fund (USNQX) (Nasdaq-100) with a 1Y correlation of 0.60, roughly unchanged from 0.69 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| USAA Nasdaq 100 Index Fund | 0.60 | 0.61 | 0.69 | 56 | Nasdaq-100, Large Cap Growth Equities | WMCVX vs USNQX | |
| Wasatch Global Value Fund Investor Class Shares | 0.64 | 0.62 | 0.69 | 91 | Global Equities | WMCVX vs FMIEX | |
| Auer Growth Fund | 0.66 | 0.73 | 0.79 | 86 | Small Cap Blend Equities | WMCVX vs AUERX | |
| Hodges Small Cap Fund | 0.83 | 0.88 | 0.91 | 66 | Small Cap Blend Equities | WMCVX vs HDPSX | |
| River Oak Discovery Fund | 0.84 | 0.89 | 0.90 | 89 | Small Cap Blend Equities | WMCVX vs RIVSX |
See all 29 diversifiers for WMCVX
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