Looking to diversify beyond OISVX? The mutual funds below have the lowest correlation with OISVX — 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 OISVX.
Best Diversifiers for OISVX
1 mutual funds have low correlation with OISVX (below 0.3), 0 of which are negatively correlated. The least correlated is Delaware Emerging Markets Fund (DEMIX) (Emerging Markets Diversified) with a 1Y correlation of 0.29, down from 0.48 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 0.29 | 0.40 | 0.48 | 98 | Emerging Markets Diversified | OISVX vs DEMIX | |
| Aegis Value Fund | 0.38 | 0.50 | 0.59 | 94 | Small Cap Value Equities | OISVX vs AVALX | |
| Bridgeway Ultra Small Company Market Fund | 0.74 | 0.77 | 0.79 | 79 | Small Cap Value Equities | OISVX vs BRSIX | |
| Delaware Growth and Income Fund | 0.80 | 0.84 | 0.86 | 96 | Large Cap Value Equities | OISVX vs FGINX | |
| Third Avenue Small Cap Value Fund | 0.82 | 0.79 | 0.84 | 78 | Small Cap Value Equities | OISVX vs TASCX |
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