Looking to diversify beyond OAKGX? The mutual funds below have the lowest correlation with OAKGX — 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 OAKGX.
Best Diversifiers for OAKGX
0 mutual funds have low correlation with OAKGX (below 0.3), 0 of which are negatively correlated. The least correlated is T. Rowe Price Global Technology Fund I Class (PGTIX) (Technology Equities) with a 1Y correlation of 0.40, down from 0.56 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 0.40 | 0.47 | 0.56 | 82 | Technology Equities, Global Equities | OAKGX vs PGTIX | |
| Cohen & Steers Global Infrastructure Fund Class A | 0.45 | 0.52 | 0.60 | 55 | Global Equities | OAKGX vs CSUAX | |
| Oberweis Global Opportunities Fund | 0.50 | 0.62 | 0.71 | 70 | Global Equities | OAKGX vs OBEGX | |
| New Alternatives Fund | 0.54 | 0.64 | 0.66 | 54 | Global Equities | OAKGX vs NALFX | |
| Russell Investment Tax-Managed Real Assets Fund | 0.58 | 0.69 | 0.76 | 79 | Global Equities | OAKGX vs RTXAX |
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