Looking to diversify beyond FOSCX? The mutual funds below have historically moved differently from FOSCX, 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 FOSCX
1 mutual funds have low correlation with FOSCX (below 0.3), 0 of which are negatively correlated. The least correlated is Tributary Short-Intermediate Bond Fund (FOSIX) (Short-Term Bond) with a 1Y correlation of 0.22, roughly unchanged from 0.14 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Tributary Short-Intermediate Bond Fund | 0.22 | 0.18 | 0.14 | 64 | Short-Term Bond | FOSCX vs FOSIX | |
| Auer Growth Fund | 0.65 | 0.72 | 0.77 | 90 | Small Cap Blend Equities | FOSCX vs AUERX | |
| Hodges Small Cap Fund | 0.79 | 0.87 | 0.89 | 74 | Small Cap Blend Equities | FOSCX vs HDPSX | |
| Vanguard Selected Value Fund | 0.80 | 0.86 | 0.89 | 64 | Mid-Cap Value | FOSCX vs VASVX | |
| Neuberger Berman Intrinsic Value Fund | 0.83 | 0.88 | 0.90 | 84 | Small Cap Blend Equities | FOSCX vs NINLX |
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