Looking to diversify beyond WTRCX? The mutual funds below have the lowest correlation with WTRCX — 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 WTRCX.
Best Diversifiers for WTRCX
0 mutual funds have low correlation with WTRCX (below 0.3), 0 of which are negatively correlated. The least correlated is Goldman Sachs Strategic Volatility Premium Fund (SVPFX) (Large Cap Blend Equities) with a 1Y correlation of 0.31, up from 0.12 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 0.31 | 0.14 | 0.12 | 66 | Large Cap Blend Equities | WTRCX vs SVPFX | |
| Delaware Ivy Energy Fund | 0.50 | 0.55 | 0.58 | 91 | Energy Equities | WTRCX vs IEYYX | |
| North Square Preferred and Income Securities Fund | 0.53 | 0.36 | 0.43 | 68 | Large Cap Blend Equities | WTRCX vs ORDNX | |
| Rock Oak Core Growth Fund | 0.60 | 0.71 | 0.79 | 60 | Large Cap Blend Equities | WTRCX vs RCKSX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 0.68 | 0.78 | 0.86 | 89 | Large Cap Blend Equities | WTRCX vs RESGX |
See all 39 diversifiers for WTRCX
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