Looking to diversify beyond OSTGX? The mutual funds below have the lowest correlation with OSTGX — 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 OSTGX.
Best Diversifiers for OSTGX
1 mutual funds have low correlation with OSTGX (below 0.3), 0 of which are negatively correlated. The least correlated is Federated Hermes MDT Small Cap Growth Fund (QISGX) (Small Cap Growth Equities) with a 1Y correlation of 0.29, down from 0.76 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Federated Hermes MDT Small Cap Growth Fund | 0.29 | 0.61 | 0.76 | 66 | Small Cap Growth Equities | OSTGX vs QISGX | |
| Osterweis Strategic Income Fund | 0.49 | 0.48 | 0.50 | 89 | High Yield Bonds | OSTGX vs OSTIX | |
| Driehaus Micro Cap Growth Fund | 0.76 | 0.84 | 0.86 | 81 | Small Cap Growth Equities | OSTGX vs DMCRX | |
| Oberweis Micro Cap Fund | 0.79 | 0.86 | 0.87 | 88 | Small Cap Growth Equities | OSTGX vs OBMCX | |
| Needham Small Cap Growth Fund | 0.80 | 0.82 | 0.85 | 94 | Small Cap Growth Equities | OSTGX vs NESGX |
See all 15 diversifiers for OSTGX
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