Looking to diversify beyond WTIBX? The mutual funds below have historically moved differently from WTIBX, 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 WTIBX
1 mutual funds have low correlation with WTIBX (below 0.3), 0 of which are negatively correlated. The least correlated is Segall Bryant & Hamill Emerging Markets Fund (SBEMX) (Emerging Markets Equities) with a 1Y correlation of 0.29, up from 0.15 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Segall Bryant & Hamill Emerging Markets Fund | 0.29 | 0.17 | 0.15 | 54 | Emerging Markets Equities | WTIBX vs SBEMX | |
| Segall Bryant & Hamill Small Cap Value Fund | 0.34 | 0.24 | 0.20 | 73 | Small Cap Blend Equities | WTIBX vs SBHVX | |
| Holbrook Income Fund Class I | 0.36 | 0.31 | 0.38 | 99 | Intermediate Core-Plus Bond | WTIBX vs HOBIX | |
| Segall Bryant & Hamill International Small Cap Fun... | 0.40 | 0.33 | 0.28 | 72 | Foreign Small & Mid Cap Equities | WTIBX vs SBSIX | |
| Leader Capital High Quality Income Fund Institutio... | 0.45 | 0.20 | 0.15 | 92 | Intermediate Core-Plus Bond | WTIBX vs LCTIX |
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