Looking to diversify beyond OSTGX? The mutual funds below have historically moved differently from OSTGX, 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 OSTGX
0 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 0.42, down from 0.76 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Federated Hermes MDT Small Cap Growth Fund | 0.42 | 0.61 | 0.76 | 63 | Small Cap Growth Equities | OSTGX vs QISGX | |
| Osterweis Strategic Income Fund | 0.51 | 0.48 | 0.50 | 84 | High Yield Bonds | OSTGX vs OSTIX | |
| Driehaus Micro Cap Growth Fund | 0.76 | 0.84 | 0.86 | 77 | Small Cap Growth Equities | OSTGX vs DMCRX | |
| Oberweis Micro Cap Fund | 0.77 | 0.85 | 0.87 | 73 | Small Cap Growth Equities | OSTGX vs OBMCX | |
| Needham Small Cap Growth Fund | 0.79 | 0.82 | 0.84 | 82 | Small Cap Growth Equities | OSTGX vs NESGX |
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