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 Nebraska Tax-Free Fund (FONPX) (Municipal Bonds) with a 1Y correlation of 0.20, roughly unchanged from 0.10 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Tributary Nebraska Tax-Free Fund | 0.20 | 0.15 | 0.10 | 67 | Municipal Bonds | FOSCX vs FONPX | |
| Tributary Short-Intermediate Bond Fund | 0.20 | 0.18 | 0.13 | 51 | Short-Term Bond | FOSCX vs FOSIX | |
| Auer Growth Fund | 0.68 | 0.74 | 0.79 | 86 | Small Cap Blend Equities | FOSCX vs AUERX | |
| Hodges Small Cap Fund | 0.82 | 0.87 | 0.89 | 81 | Small Cap Blend Equities | FOSCX vs HDPSX | |
| Neuberger Berman Intrinsic Value Fund | 0.84 | 0.88 | 0.91 | 87 | Small Cap Blend Equities | FOSCX vs NINLX |
See all 31 diversifiers for FOSCX
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