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Optimum International Fund (OIIEX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 23, 2026

The investment seeks long-term growth of capital and may also seek income. The fund invests primarily in non-U.S. securities; including securities of issuers located in emerging markets, but, in any event, will invest at least 65% of its net assets in non-U.S. securities. The adviser intends to invest primarily in common stocks, but it may also invest in other securities that the sub-advisor believes provide opportunities for capital growth and income, such as preferred stocks, warrants, and securities convertible into common stocks.

Looking to diversify beyond OIIEX? The mutual funds below have the lowest correlation with OIIEX — 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 OIIEX.

Best Diversifiers for OIIEX

0 mutual funds have low correlation with OIIEX (below 0.3), 0 of which are negatively correlated. The least correlated is Delaware Small Cap Value Fund (DEVLX) (Small Cap Value Equities) with a 1Y correlation of 0.54, down from 0.64 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
DEVLX
Delaware Small Cap Value Fund0.540.590.64
61
Small Cap Value EquitiesOIIEX vs DEVLX
PTSIX
PIMCO RAE PLUS International Fund0.560.590.63
75
Foreign Large Cap EquitiesOIIEX vs PTSIX
KGIIX
Kopernik International Fund0.570.500.62
54
Foreign Large Cap EquitiesOIIEX vs KGIIX
SAHMX
SA International Value Fund0.600.620.69
88
Foreign Large Cap EquitiesOIIEX vs SAHMX
EPDPX
EuroPac International Dividend Income Fund Class A0.610.610.66
74
Foreign Large Cap Equities, DividendOIIEX vs EPDPX
See all 22 diversifiers for OIIEX

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Diversification Analysis

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