Looking to diversify beyond WTAIX? The mutual funds below have historically moved differently from WTAIX, which may reduce portfolio volatility when combined in a suitable allocation. The stock ideas table highlights individual companies with the same low-correlation characteristics. Correlation can change and does not guarantee that one asset will rise when another falls.
Best Diversifiers for WTAIX
13 mutual funds have low correlation with WTAIX (below 0.3), 1 of which are negatively correlated. The least correlated is Wilmington Real Asset Fund (WMRIX) (Global Allocation) with a 1Y correlation of -0.00, down from 0.16 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Wilmington Real Asset Fund | -0.00 | 0.14 | 0.16 | 90 | Global Allocation | WTAIX vs WMRIX | |
| DFA California Municipal Real Return Portfolio | 0.01 | 0.18 | 0.23 | 91 | Municipal Bonds | WTAIX vs DCARX | |
| DFA Municipal Real Return Portfolio | 0.03 | 0.21 | 0.25 | 94 | Municipal Bonds | WTAIX vs DMREX | |
| Wilmington Large-Cap Strategy Fund | 0.18 | 0.14 | 0.12 | 52 | Large Cap Blend Equities | WTAIX vs WMLIX | |
| DFA NY Municipal Bond Portfolio | 0.22 | 0.34 | 0.44 | 99 | Municipal Bonds | WTAIX vs DNYMX |
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