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Oakmark Global Fund (OAKGX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jul 16, 2026

The fund invests primarily in a diversified portfolio of common stocks of U.S. and non-U.S. companies. It invests in the securities of companies located in at least three countries. The fund invests between 25-75% of its total assets in securities of U.S. companies and between 25-75% of its total assets in securities of non-U.S. companies. It may invest in the securities of large-, mid-, and small-capitalization companies. The fund uses a value investment philosophy in selecting equity securities.

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 0.35, down from 0.56 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
PGTIX
T. Rowe Price Global Technology Fund I Class0.350.440.56
74
Technology Equities, Global EquitiesOAKGX vs PGTIX
FGIAX
Nuveen Global Infrastructure Fund Class A0.420.530.65
71
Global EquitiesOAKGX vs FGIAX
CSUAX
Cohen & Steers Global Infrastructure Fund Class A0.440.510.59
78
Global EquitiesOAKGX vs CSUAX
OBEGX
Oberweis Global Opportunities Fund0.460.590.70
63
Global EquitiesOAKGX vs OBEGX
NEFFX
American Funds The New Economy Fund® Class F-20.490.590.70
78
Global EquitiesOAKGX vs NEFFX
See all 34 diversifiers for OAKGX

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Low-Correlation Stock Ideas

If you're looking for individual stocks that move independently from OAKGX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to OAKGX and solid risk/return profiles. The least correlated is Berkshire Hathaway Inc. (BRK-B) (Financial Services) with a 1Y correlation of 0.24, down from 0.56 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankSector
BRK-B
Berkshire Hathaway Inc.0.240.430.56
52
Financial Services

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