PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan

WPG Partners Small/Micro Cap Value Fund (WPGTX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 23, 2026

The investment seeks capital appreciation by investing primarily in common stocks, securities convertible into common stocks and in special situations. The fund invests at least 80% of its net assets (including borrowings for investment purposes) in equity securities of U.S. companies that, at the time of purchase, have a market capitalization that is within the range of the market capitalization of issuers in the Russell 2000 Value Index. It may invest in companies that may experience unusual and possibly unique developments which may create a special opportunity for significant returns.

Looking to diversify beyond WPGTX? The mutual funds below have the lowest correlation with WPGTX — 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 WPGTX.

Best Diversifiers for WPGTX

0 mutual funds have low correlation with WPGTX (below 0.3), 0 of which are negatively correlated. The least correlated is Aegis Value Fund (AVALX) (Small Cap Value Equities) with a 1Y correlation of 0.48, down from 0.64 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
AVALX
Aegis Value Fund0.480.580.64
87
Small Cap Value EquitiesWPGTX vs AVALX
BPLEX
Boston Partners Long/Short Equity Fund0.680.760.76
94
Long-ShortWPGTX vs BPLEX
BRSIX
Bridgeway Ultra Small Company Market Fund0.740.790.80
76
Small Cap Value EquitiesWPGTX vs BRSIX
ICISX
VY Columbia Small Cap Value II Portfolio0.810.860.91
87
Small Cap Value EquitiesWPGTX vs ICISX
RYSEX
Royce Special Equity Fund0.810.850.86
83
Small Cap Value EquitiesWPGTX vs RYSEX
See all 28 diversifiers for WPGTX

To view more results, upgrade your current subscription plan.

Diversification Analysis

Build a portfolio that complements WPGTX

Add WPGTX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.

Analyze a portfolio with WPGTX