Looking to diversify beyond WTMVX? The mutual funds below have the lowest correlation with WTMVX — 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 WTMVX.
Best Diversifiers for WTMVX
1 mutual funds have low correlation with WTMVX (below 0.3), 0 of which are negatively correlated. The least correlated is Segall Bryant & Hamill Colorado Tax Free Fund (WTCOX) (Municipal Bonds) with a 1Y correlation of 0.19, roughly unchanged from 0.13 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Segall Bryant & Hamill Colorado Tax Free Fund | 0.19 | 0.15 | 0.13 | 83 | Municipal Bonds | WTMVX vs WTCOX | |
| Polaris Global Value Fund | 0.52 | 0.65 | 0.72 | 90 | Global Equities | WTMVX vs PGVFX | |
| Russell Investment Tax-Managed Real Assets Fund | 0.53 | 0.62 | 0.71 | 81 | Global Equities | WTMVX vs RTXAX | |
| Segall Bryant & Hamill Quality High Yield Fund | 0.56 | 0.52 | 0.53 | 89 | High Yield Bonds | WTMVX vs WTLTX | |
| GMO Climate Change Fund | 0.61 | 0.63 | 0.70 | 93 | Global Equities | WTMVX vs GCCHX |
See all 26 diversifiers for WTMVX
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