Looking to diversify beyond OBMCX? The mutual funds below have the lowest correlation with OBMCX — 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 OBMCX.
Best Diversifiers for OBMCX
1 mutual funds have low correlation with OBMCX (below 0.3), 0 of which are negatively correlated. The least correlated is Federated Hermes MDT Small Cap Growth Fund (QISGX) (Small Cap Growth Equities) with a 1Y correlation of 0.30, down from 0.76 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Federated Hermes MDT Small Cap Growth Fund | 0.30 | 0.62 | 0.76 | 72 | Small Cap Growth Equities | OBMCX vs QISGX | |
| AQR Diversifying Strategies Fund Class N | 0.34 | 0.25 | 0.10 | 88 | Tactical Allocation | OBMCX vs QDSNX | |
| Oberweis China Opportunities Fund | 0.39 | 0.38 | 0.41 | 86 | China Equities | OBMCX vs OBCHX | |
| Baron Focused Growth Fund | 0.45 | 0.65 | 0.74 | 53 | Mid Cap Growth Equities | OBMCX vs BFGFX | |
| Columbia Dividend Income Fund | 0.56 | 0.62 | 0.68 | 79 | Large Cap Value Equities | OBMCX vs GSFTX |
See all 77 diversifiers for OBMCX
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