Looking to diversify beyond OAKLX? The mutual funds below have the lowest correlation with OAKLX — 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 OAKLX.
Best Diversifiers for OAKLX
0 mutual funds have low correlation with OAKLX (below 0.3), 0 of which are negatively correlated. The least correlated is Voya Corporate Leaders Trust Fund (LEXCX) (Large Cap Value Equities) with a 1Y correlation of 0.32, down from 0.63 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Voya Corporate Leaders Trust Fund | 0.32 | 0.55 | 0.63 | 53 | Large Cap Value Equities | OAKLX vs LEXCX | |
| American Funds New World Fund | 0.33 | 0.53 | 0.66 | 66 | Emerging Markets Equities | OAKLX vs NFFFX | |
| Federated Hermes Strategic Value Dividend Fund | 0.34 | 0.50 | 0.61 | 70 | Large Cap Value Equities | OAKLX vs SVAIX | |
| Neiman Large Cap Value Fund | 0.47 | 0.67 | 0.75 | 94 | Large Cap Value Equities | OAKLX vs NEIMX | |
| PrimeCap Odyssey Aggressive Growth Fund | 0.47 | 0.63 | 0.72 | 83 | Mid Cap Growth Equities | OAKLX vs POAGX |
See all 31 diversifiers for OAKLX
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