Looking to diversify beyond OSTFX? The mutual funds below have historically moved differently from OSTFX, 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 OSTFX
0 mutual funds have low correlation with OSTFX (below 0.3), 0 of which are negatively correlated. The least correlated is Goldman Sachs Strategic Volatility Premium Fund (SVPFX) (Large Cap Blend Equities) with a 1Y correlation of 0.39, up from 0.14 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 0.39 | 0.17 | 0.14 | 97 | Large Cap Blend Equities | OSTFX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 0.48 | 0.33 | 0.39 | 59 | Preferred Stock | OSTFX vs ORDNX | |
| Osterweis Strategic Income Fund | 0.55 | 0.50 | 0.52 | 85 | High Yield Bonds | OSTFX vs OSTIX | |
| First Eagle Overseas Fund Class I | 0.65 | 0.60 | 0.64 | 80 | Foreign Large Cap Equities | OSTFX vs SGOIX | |
| Muhlenkamp Fund | 0.67 | 0.71 | 0.72 | 59 | Large Cap Blend Equities | OSTFX vs MUHLX |
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