Looking to diversify beyond OPSIX? The mutual funds below have the lowest correlation with OPSIX — 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 OPSIX.
Best Diversifiers for OPSIX
3 mutual funds have low correlation with OPSIX (below 0.3), 0 of which are negatively correlated. The least correlated is DFA Two Year Global Fixed Income Portfolio (DFGFX) (Global Bonds) with a 1Y correlation of 0.24, roughly unchanged from 0.18 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA Two Year Global Fixed Income Portfolio | 0.24 | 0.08 | 0.18 | 100 | Global Bonds | OPSIX vs DFGFX | |
| Invesco Value Opportunities Fund | 0.26 | 0.30 | 0.38 | 80 | Mid Cap Value Equities | OPSIX vs VVOAX | |
| Invesco Small Cap Value Fund | 0.26 | 0.30 | 0.38 | 79 | Small Cap Value Equities | OPSIX vs VSCAX | |
| Invesco Comstock Fund | 0.32 | 0.29 | 0.37 | 68 | Large Cap Value Equities | OPSIX vs ACSTX | |
| Invesco Nasdaq 100 Index Fund | 0.33 | 0.27 | 0.34 | 59 | Large Cap Growth Equities | OPSIX vs IVNQX |
See all 17 diversifiers for OPSIX
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Diversification Analysis
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