Looking to diversify beyond OBSOX? The mutual funds below have historically moved differently from OBSOX, which may reduce portfolio volatility when combined in a suitable allocation. The stock ideas table highlights individual companies with the same low-correlation characteristics. Correlation can change and does not guarantee that one asset will rise when another falls.
Best Diversifiers for OBSOX
0 mutual funds have low correlation with OBSOX (below 0.3), 0 of which are negatively correlated. The least correlated is AMG Yacktman Focused Fund (YAFFX) (Large Cap Value Equities) with a 1Y correlation of 0.39, down from 0.66 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | 0.39 | 0.54 | 0.66 | 89 | Large Cap Value Equities | OBSOX vs YAFFX | |
| Federated Hermes MDT Small Cap Growth Fund | 0.43 | 0.61 | 0.76 | 71 | Small Cap Growth Equities | OBSOX vs QISGX | |
| Oberweis China Opportunities Fund | 0.50 | 0.40 | 0.42 | 57 | China Equities, Asia Pacific Equities | OBSOX vs OBCHX | |
| Touchstone Small Company Fund | 0.55 | 0.76 | 0.83 | 64 | Small Cap Blend Equities | OBSOX vs SAGWX | |
| Avantis U.S. Small Cap Value Fund | 0.61 | 0.74 | 0.80 | 90 | Small Cap Value Equities | OBSOX vs AVUVX |
To view more results, upgrade your current subscription plan.
Build a portfolio that complements OBSOX
Add OBSOX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with OBSOX