Looking to diversify beyond OSSIX? The mutual funds below have historically moved differently from OSSIX, 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 OSSIX
0 mutual funds have low correlation with OSSIX (below 0.3), 0 of which are negatively correlated. The least correlated is Auer Growth Fund (AUERX) (Small Cap Blend Equities) with a 1Y correlation of 0.59, down from 0.77 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Auer Growth Fund | 0.59 | 0.72 | 0.77 | 91 | Small Cap Blend Equities | OSSIX vs AUERX | |
| American Funds Capital Income Builder Class A | 0.62 | 0.71 | 0.76 | 86 | Diversified Portfolio | OSSIX vs CAIBX | |
| DFA International Small Company Portfolio | 0.63 | 0.65 | 0.70 | 60 | Foreign Small & Mid Cap Equities, Small Cap Blend Equities | OSSIX vs DFISX | |
| Hennessy Cornerstone Growth Fund | 0.63 | 0.79 | 0.80 | 53 | Small Cap Blend Equities | OSSIX vs HFCGX | |
| Invesco Comstock Fund | 0.69 | 0.80 | 0.83 | 83 | Large Cap Value Equities | OSSIX vs ACSTX |
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