Looking to diversify beyond WMKMX? The mutual funds below have the lowest correlation with WMKMX — 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 WMKMX.
Best Diversifiers for WMKMX
15 mutual funds have low correlation with WMKMX (below 0.3), 1 of which are negatively correlated. The least correlated is DFA California Municipal Real Return Portfolio (DCARX) (Municipal Bonds) with a 1Y correlation of -0.03, down from 0.23 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA California Municipal Real Return Portfolio | -0.03 | 0.20 | 0.23 | 96 | Municipal Bonds | WMKMX vs DCARX | |
| DFA Municipal Real Return Portfolio | 0.02 | 0.21 | 0.24 | 95 | Municipal Bonds | WMKMX vs DMREX | |
| WesMark Small Company Fund | 0.13 | 0.11 | 0.09 | 54 | Small Cap Growth Equities | WMKMX vs WMKSX | |
| WesMark Large Company Fund | 0.16 | 0.13 | 0.11 | 74 | Large Cap Growth Equities | WMKMX vs WMKGX | |
| JPMorgan Ultra-Short Municipal Fund | 0.18 | 0.32 | 0.39 | 99 | Municipal Bonds | WMKMX vs USMSX |
See all 21 diversifiers for WMKMX
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