Looking to diversify beyond LOGSX? The mutual funds below have historically moved differently from LOGSX, 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 LOGSX
2 mutual funds have low correlation with LOGSX (below 0.3), 0 of which are negatively correlated. The least correlated is Black Oak Emerging Technology Fund (BOGSX) (Technology Equities) with a 1Y correlation of 0.14, down from 0.40 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Black Oak Emerging Technology Fund | 0.14 | 0.30 | 0.40 | 58 | Technology Equities | LOGSX vs BOGSX | |
| River Oak Discovery Fund | 0.26 | 0.44 | 0.50 | 89 | Small Cap Blend Equities | LOGSX vs RIVSX | |
| Pin Oak Equity | 0.45 | 0.53 | 0.60 | 90 | Large Cap Blend Equities | LOGSX vs POGSX | |
| Eventide Healthcare & Life Sciences Fund | 0.46 | 0.50 | 0.52 | 89 | Health & Biotech Equities | LOGSX vs ETIHX | |
| Rock Oak Core Growth Fund | 0.52 | 0.61 | 0.66 | 89 | Large Cap Blend Equities | LOGSX vs RCKSX |
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