Looking to diversify beyond WSEFX? The mutual funds below have the lowest correlation with WSEFX — 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 WSEFX.
Best Diversifiers for WSEFX
1 mutual funds have low correlation with WSEFX (below 0.3), 0 of which are negatively correlated. The least correlated is Goldman Sachs Strategic Volatility Premium Fund (SVPFX) (Large Cap Blend Equities) with a 1Y correlation of 0.29, up from 0.12 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 0.29 | 0.12 | 0.12 | 72 | Large Cap Blend Equities | WSEFX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 0.45 | 0.32 | 0.41 | 69 | Large Cap Blend Equities | WSEFX vs ORDNX | |
| Rock Oak Core Growth Fund | 0.67 | 0.74 | 0.81 | 62 | Large Cap Blend Equities | WSEFX vs RCKSX | |
| Permanent Portfolio Aggressive Growth Portfolio | 0.69 | 0.73 | 0.79 | 65 | Large Cap Blend Equities | WSEFX vs PAGRX | |
| Permanent Portfolio Aggressive Growth Fund Class A | 0.69 | 0.73 | 0.79 | 65 | Large Cap Blend Equities | WSEFX vs PAGDX |
See all 36 diversifiers for WSEFX
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