Looking to diversify beyond WTIBX? The mutual funds below have the lowest correlation with WTIBX — 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 WTIBX.
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 Diversified) with a 1Y correlation of 0.29, up from 0.14 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Segall Bryant & Hamill Emerging Markets Fund | 0.29 | 0.18 | 0.14 | 89 | Emerging Markets Diversified | WTIBX vs SBEMX | |
| Segall Bryant & Hamill Small Cap Value Fund | 0.31 | 0.24 | 0.18 | 72 | Small Cap Blend Equities | WTIBX vs SBHVX | |
| Segall Bryant & Hamill Small Cap Growth Fund | 0.34 | 0.25 | 0.22 | 54 | Small Cap Growth Equities | WTIBX vs WISGX | |
| Holbrook Income Fund Class I | 0.34 | 0.33 | 0.38 | 98 | Intermediate Core-Plus Bond | WTIBX vs HOBIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 0.41 | 0.21 | 0.16 | 92 | Intermediate Core-Plus Bond | WTIBX vs LCTRX |
See all 12 diversifiers for WTIBX
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