PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan

Delaware Ivy Small Cap Growth Fund (WRGCX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 4, 2026

The fund seeks to achieve its objective by investing, under normal circumstances, at least 80% of its net assets in common stocks of small-capitalization companies. For purposes of this fund, small-capitalization companies typically are companies with market capitalizations similar to those of issuers included in the Russell 2000 Growth Index over the last 13 months at the time of acquisition.

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

Best Diversifiers for WRGCX

1 mutual funds have low correlation with WRGCX (below 0.3), 0 of which are negatively correlated. The least correlated is Federated Hermes MDT Small Cap Growth Fund (QISGX) (Small Cap Growth Equities) with a 1Y correlation of 0.25, down from 0.77 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
QISGX
Federated Hermes MDT Small Cap Growth Fund0.250.610.77
66
Small Cap Growth EquitiesWRGCX vs QISGX
AVALX
Aegis Value Fund0.360.450.49
94
Small Cap Value EquitiesWRGCX vs AVALX
IEYYX
Delaware Ivy Energy Fund0.490.580.57
96
Energy EquitiesWRGCX vs IEYYX
FSELX
Fidelity Select Semiconductors Portfolio0.680.690.73
97
Semiconductors, Technology EquitiesWRGCX vs FSELX
WSTCX
Delaware Ivy Science and Technology Fund0.730.740.80
87
Technology EquitiesWRGCX vs WSTCX
See all 18 diversifiers for WRGCX

To view more results, upgrade your current subscription plan.

Diversification Analysis

Build a portfolio that complements WRGCX

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

Analyze a portfolio with WRGCX