Looking to diversify beyond WPLCX? The mutual funds below have the lowest correlation with WPLCX — 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 WPLCX.
Best Diversifiers for WPLCX
2 mutual funds have low correlation with WPLCX (below 0.3), 0 of which are negatively correlated. The least correlated is Voya Corporate Leaders Trust Fund (LEXCX) (Large Cap Value Equities) with a 1Y correlation of 0.18, down from 0.55 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Voya Corporate Leaders Trust Fund | 0.18 | 0.38 | 0.55 | 70 | Large Cap Value Equities | WPLCX vs LEXCX | |
| Federated Hermes Strategic Value Dividend Fund | 0.28 | 0.39 | 0.53 | 84 | Large Cap Value Equities | WPLCX vs SVAIX | |
| AMG Yacktman Focused Fund | 0.34 | 0.53 | 0.68 | 86 | Large Cap Value Equities | WPLCX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 0.38 | 0.52 | 0.66 | 87 | Large Cap Value Equities | WPLCX vs HFCVX | |
| Buffalo Flexible Income Fund | 0.40 | 0.54 | 0.69 | 60 | Large Cap Value Equities | WPLCX vs BUFBX |
To view more results, upgrade your current subscription plan.
Build a portfolio that complements WPLCX
Add WPLCX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with WPLCX