Looking to diversify beyond OSGIX? The mutual funds below have the lowest correlation with OSGIX — 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 OSGIX.
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 (JMSIX) (Multisector Bonds) with a 1Y correlation of 0.28, roughly unchanged from 0.28 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| JPMorgan Income Fund | 0.28 | 0.22 | 0.28 | 78 | Multisector Bonds | OSGIX vs JMSIX | |
| JPMorgan Equity Income Fund R6 | 0.63 | 0.66 | 0.70 | 80 | Large Cap Value Equities, Dividend | OSGIX vs OIEJX | |
| Essex Environmental Opportunities Fund | 0.70 | 0.75 | 0.81 | 66 | Mid Cap Growth Equities | OSGIX vs EEOFX | |
| Tanaka Growth Fund | 0.70 | 0.74 | 0.79 | 53 | Mid Cap Growth Equities | OSGIX vs TGFRX | |
| Vanguard Windsor II Fund Investor Shares | 0.73 | 0.79 | 0.83 | 52 | Large Cap Value Equities | OSGIX vs VWNFX |
See all 16 diversifiers for OSGIX
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