Looking to diversify beyond OSTCX? The mutual funds below have historically moved differently from OSTCX, 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 OSTCX
5 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 0.01, down from 0.15 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Leader Short Term High Yield Bond Fund | 0.01 | 0.04 | 0.15 | 84 | Short-Term Bond | OSTCX vs LCCMX | |
| GuidePath Absolute Return Allocation Fund | 0.06 | 0.49 | 0.59 | 69 | Short-Term Bond | OSTCX vs GPARX | |
| GuidepathConservative Income Fund | 0.21 | 0.29 | 0.42 | 99 | Short-Term Bond | OSTCX vs GPICX | |
| DFA Two-Year Fixed Income Portfolio | 0.23 | 0.08 | 0.41 | 100 | Short-Term Bond | OSTCX vs DFCFX | |
| JPMorgan Equity Income Fund R6 | 0.26 | 0.10 | 0.09 | 89 | Large Cap Value Equities, Dividend | OSTCX vs OIEJX |
To view more results, upgrade your current subscription plan.
Build a portfolio that complements OSTCX
Add OSTCX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with OSTCX