Looking to diversify beyond WWSIX? The mutual funds below have historically moved differently from WWSIX, 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 WWSIX
0 mutual funds have low correlation with WWSIX (below 0.3), 0 of which are negatively correlated. The least correlated is Federated Hermes MDT Small Cap Core Fund (QISCX) (Small Cap Blend Equities) with a 1Y correlation of 0.33, down from 0.74 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Federated Hermes MDT Small Cap Core Fund | 0.33 | 0.58 | 0.74 | 62 | Small Cap Blend Equities | WWSIX vs QISCX | |
| John Hancock Variable Insurance Trust Small Cap In... | 0.68 | 0.82 | 0.88 | 85 | Small Cap Blend Equities | WWSIX vs JESIX | |
| Auer Growth Fund | 0.68 | 0.75 | 0.81 | 90 | Small Cap Blend Equities | WWSIX vs AUERX | |
| Loomis Sayles Small Cap Value Fund | 0.71 | 0.85 | 0.90 | 71 | Small Cap Blend Equities | WWSIX vs LSSCX | |
| Natixis Funds Trust I Vaughan Nelson Small Cap Val... | 0.75 | 0.80 | 0.87 | 58 | Small Cap Blend Equities | WWSIX vs NEFJX |
To view more results, upgrade your current subscription plan.
Build a portfolio that complements WWSIX
Add WWSIX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with WWSIX