Looking to diversify beyond OEPIX? The mutual funds below have historically moved differently from OEPIX, 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 OEPIX
5 mutual funds have low correlation with OEPIX (below 0.3), 0 of which are negatively correlated. The least correlated is ProFunds Biotechnology UltraSector Fund (BIPIX) (Leveraged Equities) with a 1Y correlation of 0.11, down from 0.25 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| ProFunds Biotechnology UltraSector Fund | 0.11 | 0.26 | 0.25 | 94 | Leveraged Equities | OEPIX vs BIPIX | |
| Virtus Duff & Phelps Global Infrastructure Fund | 0.25 | 0.28 | 0.36 | 62 | Infrastructure Equities, Energy Equities | OEPIX vs PGUAX | |
| ProFunds UltraJapan Fund | 0.27 | 0.32 | 0.35 | 88 | Leveraged Equities | OEPIX vs UJPIX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 0.28 | 0.31 | 0.37 | 80 | Infrastructure Equities, Energy Equities | OEPIX vs CSUIX | |
| JHancock Infrastructure Fund | 0.28 | 0.31 | 0.36 | 82 | Infrastructure Equities, Energy Equities | OEPIX vs JEEIX |
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