Looking to diversify beyond OSGIX? The mutual funds below have historically moved differently from OSGIX, 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 OSGIX
1 mutual funds have low correlation with OSGIX (below 0.3), 0 of which are negatively correlated. The least correlated is JPMorgan Income Fund Class I (JMSIX) (Multisector Bonds) with a 1Y correlation of 0.28, roughly unchanged from 0.28 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| JPMorgan Income Fund Class I | 0.28 | 0.21 | 0.28 | 87 | Multisector Bonds, Investment Grade Bonds, High Yield Bonds, Actively Managed | OSGIX vs JMSIX | |
| JPMorgan Equity Income Fund R6 | 0.57 | 0.63 | 0.69 | 89 | Large Cap Value Equities, Dividend | OSGIX vs OIEJX | |
| Vanguard Windsor II Fund Investor Shares | 0.67 | 0.76 | 0.82 | 81 | Large Cap Value Equities | OSGIX vs VWNFX | |
| Needham Growth Fund Institutional Class | 0.80 | 0.80 | 0.84 | 53 | Mid Cap Growth Equities | OSGIX vs NEEIX | |
| Needham Growth Fund | 0.81 | 0.80 | 0.85 | 57 | Mid Cap Growth Equities | OSGIX vs NEEGX |
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