Looking to diversify beyond WTCOX? The mutual funds below have the lowest correlation with WTCOX — 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 WTCOX.
Best Diversifiers for WTCOX
15 mutual funds have low correlation with WTCOX (below 0.3), 0 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 0.21 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 | 0.21 | 94 | Municipal Bonds | WTCOX vs DCARX | |
| DFA Municipal Real Return Portfolio | 0.06 | 0.22 | 0.23 | 94 | Municipal Bonds | WTCOX vs DMREX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | 0.11 | 0.13 | 0.12 | 99 | Municipal Bonds | WTCOX vs TFCYX | |
| Federated Hermes Conservative Municipal Microshort... | 0.11 | 0.12 | 0.10 | 99 | Municipal Bonds | WTCOX vs FHMIX | |
| abrdn Ultra Short Municipal Income Fund | 0.15 | 0.11 | 0.14 | 99 | Municipal Bonds | WTCOX vs ATOIX |
See all 30 diversifiers for WTCOX
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