Looking to diversify beyond FOSFX? The mutual funds below have the lowest correlation with FOSFX — 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 FOSFX.
Best Diversifiers for FOSFX
0 mutual funds have low correlation with FOSFX (below 0.3), 0 of which are negatively correlated. The least correlated is Federated Hermes International Strategic Value Dividend Fund (IVFIX) (Foreign Large Cap Equities) with a 1Y correlation of 0.48, down from 0.64 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Federated Hermes International Strategic Value Div... | 0.48 | 0.53 | 0.64 | 61 | Foreign Large Cap Equities | FOSFX vs IVFIX | |
| PIMCO RAE PLUS International Fund | 0.55 | 0.56 | 0.60 | 82 | Foreign Large Cap Equities | FOSFX vs PTSIX | |
| Thornburg Global Opportunities Fund | 0.60 | 0.69 | 0.74 | 86 | Foreign Large Cap Equities | FOSFX vs THOIX | |
| SA International Value Fund | 0.61 | 0.60 | 0.67 | 89 | Foreign Large Cap Equities | FOSFX vs SAHMX | |
| EuroPac International Dividend Income Fund Class A | 0.61 | 0.60 | 0.64 | 75 | Foreign Large Cap Equities, Dividend | FOSFX vs EPDPX |
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