Looking to diversify beyond OGVCX? The mutual funds below have the lowest correlation with OGVCX — 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 OGVCX.
Best Diversifiers for OGVCX
4 mutual funds have low correlation with OGVCX (below 0.3), 0 of which are negatively correlated. The least correlated is GMO U.S. Treasury Fund (GUSTX) (Government Bonds) with a 1Y correlation of 0.11, roughly unchanged from 0.03 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| GMO U.S. Treasury Fund | 0.11 | 0.03 | 0.03 | 99 | Government Bonds | OGVCX vs GUSTX | |
| JPMorgan Equity Income Fund R6 | 0.20 | 0.16 | 0.09 | 65 | Large Cap Value Equities, Dividend | OGVCX vs OIEJX | |
| Federated Hermes Adjustable Rate Fund | 0.24 | 0.48 | 0.47 | 99 | Government Bonds | OGVCX vs FEUGX | |
| DFA Short-Term Government Portfolio | 0.25 | 0.09 | 0.37 | 62 | Government Bonds | OGVCX vs DFFGX | |
| Davis Government Bond Fund | 0.45 | 0.51 | 0.60 | 69 | Government Bonds | OGVCX vs RFBAX |
See all 11 diversifiers for OGVCX
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