Looking to diversify beyond OAKWX? The mutual funds below have the lowest correlation with OAKWX — 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 OAKWX.
Best Diversifiers for OAKWX
0 mutual funds have low correlation with OAKWX (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 0.37, 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 | 0.37 | 0.43 | 0.56 | 82 | Technology Equities, Global Equities | OAKWX vs PGTIX | |
| Cohen & Steers Global Infrastructure Fund Class A | 0.43 | 0.51 | 0.58 | 55 | Global Equities | OAKWX vs CSUAX | |
| Oberweis Global Opportunities Fund | 0.43 | 0.57 | 0.67 | 70 | Global Equities | OAKWX vs OBEGX | |
| New Alternatives Fund | 0.46 | 0.57 | 0.62 | 54 | Global Equities | OAKWX vs NALFX | |
| American Funds The New Economy Fund® Class F-2 | 0.48 | 0.58 | 0.70 | 82 | Global Equities | OAKWX vs NEFFX |
To view more results, upgrade your current subscription plan.
Build a portfolio that complements OAKWX
Add OAKWX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with OAKWX