Looking to diversify beyond OSTCX? The mutual funds below have the lowest correlation with OSTCX — 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 OSTCX.
Best Diversifiers for OSTCX
4 mutual funds have low correlation with OSTCX (below 0.3), 0 of which are negatively correlated. The least correlated is Leader Short Term High Yield Bond Fund (LCCMX) (Short-Term Bond) with a 1Y correlation of 0.09, roughly unchanged from 0.17 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Leader Short Term High Yield Bond Fund | 0.09 | 0.06 | 0.17 | 79 | Short-Term Bond | OSTCX vs LCCMX | |
| GuidePath Absolute Return Allocation Fund | 0.17 | 0.54 | 0.61 | 57 | Short-Term Bond | OSTCX vs GPARX | |
| GuidepathConservative Income Fund | 0.20 | 0.32 | 0.42 | 99 | Short-Term Bond | OSTCX vs GPICX | |
| JPMorgan Equity Income Fund R6 | 0.27 | 0.10 | 0.09 | 77 | Large Cap Value Equities, Dividend | OSTCX vs OIEJX | |
| DFA Short-Duration Real Return Portfolio | 0.30 | 0.31 | 0.41 | 98 | Short-Term Bond | OSTCX vs DFAIX |
See all 16 diversifiers for OSTCX
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