Looking to diversify beyond WTAIX? The mutual funds below have the lowest correlation with WTAIX — 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 WTAIX.
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 DFA California Municipal Real Return Portfolio (DCARX) (Municipal Bonds) with a 1Y correlation of -0.03, down from 0.22 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA California Municipal Real Return Portfolio | -0.03 | 0.19 | 0.22 | 96 | Municipal Bonds | WTAIX vs DCARX | |
| DFA Municipal Real Return Portfolio | 0.02 | 0.22 | 0.24 | 95 | Municipal Bonds | WTAIX vs DMREX | |
| Wilmington Real Asset Fund | 0.02 | 0.16 | 0.16 | 86 | Global Allocation | WTAIX vs WMRIX | |
| Wilmington Large-Cap Strategy Fund | 0.11 | 0.14 | 0.11 | 69 | Large Cap Blend Equities | WTAIX vs WMLIX | |
| DFA NY Municipal Bond Portfolio | 0.15 | 0.34 | 0.44 | 99 | Municipal Bonds | WTAIX vs DNYMX |
See all 20 diversifiers for WTAIX
To view more results, upgrade your current subscription plan.
Diversification Analysis
Build a portfolio that complements WTAIX
Add WTAIX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with WTAIX