Looking to diversify beyond OPGIX? The mutual funds below have historically moved differently from OPGIX, 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 OPGIX
0 mutual funds have low correlation with OPGIX (below 0.3), 0 of which are negatively correlated. The least correlated is AMG Yacktman Special Opportunities Fund (YASLX) (Foreign Small & Mid Cap Equities) with a 1Y correlation of 0.52, roughly unchanged from 0.61 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| AMG Yacktman Special Opportunities Fund | 0.52 | 0.55 | 0.61 | 55 | Foreign Small & Mid Cap Equities | OPGIX vs YASLX | |
| Kopernik Global All-Cap Fund | 0.52 | 0.40 | 0.50 | 66 | Foreign Small & Mid Cap Equities | OPGIX vs KGGIX | |
| Invesco Comstock Fund | 0.53 | 0.68 | 0.68 | 83 | Large Cap Value Equities | OPGIX vs ACSTX | |
| Kopernik Global All-Cap Fund Class A | 0.53 | 0.41 | 0.50 | 65 | Foreign Small & Mid Cap Equities | OPGIX vs KGGAX | |
| Artisan International Explorer Fund | 0.56 | 0.63 | — | 72 | Foreign Small & Mid Cap Equities | OPGIX vs ARHBX |
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