Looking to diversify beyond OBSOX? The mutual funds below have the lowest correlation with OBSOX — 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 OBSOX.
Best Diversifiers for OBSOX
1 mutual funds have low correlation with OBSOX (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 0.27, 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 | 0.27 | 0.60 | 0.76 | 66 | Small Cap Growth Equities | OBSOX vs QISGX | |
| Oberweis China Opportunities Fund | 0.37 | 0.37 | 0.40 | 82 | China Equities | OBSOX vs OBCHX | |
| Avantis U.S. Small Cap Value Fund | 0.65 | 0.76 | 0.82 | 68 | Small Cap Value Equities | OBSOX vs AVUVX | |
| BNY Mellon Smallcap Stock Index Fund | 0.72 | 0.81 | 0.87 | 52 | Small Cap Blend Equities | OBSOX vs DISSX | |
| Vanguard Tax-Managed Small-Cap Fund Admiral Shares | 0.72 | 0.82 | 0.87 | 54 | Small Cap Blend Equities | OBSOX vs VTMSX |
See all 22 diversifiers for OBSOX
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