Looking to diversify beyond WWSIX? The mutual funds below have the lowest correlation with WWSIX — 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 WWSIX.
Best Diversifiers for WWSIX
1 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 0.19, down from 0.74 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Federated Hermes MDT Small Cap Core Fund | 0.19 | 0.58 | 0.74 | 51 | Small Cap Blend Equities | WWSIX vs QISCX | |
| John Hancock Variable Insurance Trust Small Cap In... | 0.64 | 0.82 | 0.88 | 83 | Small Cap Blend Equities | WWSIX vs JESIX | |
| Auer Growth Fund | 0.71 | 0.77 | 0.82 | 90 | Small Cap Blend Equities | WWSIX vs AUERX | |
| Natixis Funds Trust I Vaughan Nelson Small Cap Val... | 0.74 | 0.81 | 0.88 | 52 | Small Cap Blend Equities | WWSIX vs NEFJX | |
| T. Rowe Price Small-Cap Index Fund | 0.77 | 0.86 | 0.90 | 75 | Small Cap Blend Equities | WWSIX vs TRCSX |
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