Looking to diversify beyond WSCVX? The mutual funds below have the lowest correlation with WSCVX — 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 WSCVX.
Best Diversifiers for WSCVX
1 mutual funds have low correlation with WSCVX (below 0.3), 0 of which are negatively correlated. The least correlated is Federated Hermes Clover Small Value Fund (VSFAX) (Small Cap Value Equities) with a 1Y correlation of 0.26, down from 0.58 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Federated Hermes Clover Small Value Fund | 0.26 | 0.58 | 0.58 | 54 | Small Cap Value Equities | WSCVX vs VSFAX | |
| Aegis Value Fund | 0.46 | — | — | 89 | Small Cap Value Equities | WSCVX vs AVALX | |
| John Hancock Variable Insurance Trust Small Cap Va... | 0.65 | — | — | 67 | Small Cap Value Equities | WSCVX vs JESVX | |
| VY Columbia Small Cap Value II Portfolio | 0.76 | — | — | 86 | Small Cap Value Equities | WSCVX vs ICISX | |
| Third Avenue Small Cap Value Fund | 0.76 | — | — | 79 | Small Cap Value Equities | WSCVX vs TASCX |
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