Looking to diversify beyond FOSCX? The mutual funds below have the lowest correlation with FOSCX — 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 FOSCX.
Best Diversifiers for FOSCX
2 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 0.15, roughly unchanged from 0.13 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Tributary Short-Intermediate Bond Fund | 0.15 | 0.17 | 0.13 | 58 | Short-Term Bond | FOSCX vs FOSIX | |
| Tributary Nebraska Tax-Free Fund | 0.18 | 0.15 | 0.10 | 69 | Municipal Bonds | FOSCX vs FONPX | |
| Auer Growth Fund | 0.68 | 0.74 | 0.79 | 90 | Small Cap Blend Equities | FOSCX vs AUERX | |
| Hodges Small Cap Fund | 0.81 | 0.87 | 0.89 | 76 | Small Cap Blend Equities | FOSCX vs HDPSX | |
| Voya Index Plus SmallCap Portfolio | 0.83 | 0.88 | 0.92 | 77 | Small Cap Blend Equities | FOSCX vs IPSIX |
See all 30 diversifiers for FOSCX
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