Looking to diversify beyond OSMAX? The mutual funds below have historically moved differently from OSMAX, 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 OSMAX
0 mutual funds have low correlation with OSMAX (below 0.3), 0 of which are negatively correlated. The least correlated is Pear Tree Polaris International Opportunities Fund (QISIX) (Foreign Small & Mid Cap Equities) with a 1Y correlation of 0.50, down from 0.68 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Pear Tree Polaris International Opportunities Fund | 0.50 | 0.62 | 0.68 | 53 | Foreign Small & Mid Cap Equities | OSMAX vs QISIX | |
| JPMorgan Emerging Markets Debt Fund | 0.53 | 0.46 | 0.49 | 65 | Emerging Markets Bonds | OSMAX vs JEMDX | |
| Invesco Value Opportunities Fund | 0.53 | 0.61 | 0.63 | 70 | Mid Cap Value Equities | OSMAX vs VVOAX | |
| Dodge & Cox Stock Fund Class I | 0.53 | 0.59 | 0.64 | 60 | Large Cap Value Equities | OSMAX vs DODGX | |
| Invesco Small Cap Value Fund | 0.53 | 0.62 | 0.62 | 76 | Small Cap Value Equities | OSMAX vs VSCAX |
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