Looking to diversify beyond OSSIX? The mutual funds below have the lowest correlation with OSSIX — 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 OSSIX.
Best Diversifiers for OSSIX
0 mutual funds have low correlation with OSSIX (below 0.3), 0 of which are negatively correlated. The least correlated is Invesco Nasdaq 100 Index Fund (IVNQX) (Large Cap Growth Equities) with a 1Y correlation of 0.55, down from 0.70 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | 0.55 | 0.62 | 0.70 | 76 | Large Cap Growth Equities | OSSIX vs IVNQX | |
| Auer Growth Fund | 0.62 | 0.73 | 0.78 | 90 | Small Cap Blend Equities | OSSIX vs AUERX | |
| American Funds Capital Income Builder Class A | 0.62 | 0.72 | 0.77 | 60 | Diversified Portfolio | OSSIX vs CAIBX | |
| Invesco Value Opportunities Fund | 0.71 | 0.83 | 0.85 | 87 | Mid Cap Value Equities | OSSIX vs VVOAX | |
| Invesco Comstock Fund | 0.73 | 0.81 | 0.83 | 59 | Large Cap Value Equities | OSSIX vs ACSTX |
See all 32 diversifiers for OSSIX
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Diversification Analysis
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