PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan

Osterweis Growth & Income Fund (OSTVX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 4, 2026

The fund invests in both equity and fixed income securities that the Adviser believes can deliver attractive long-term returns and enhanced capital preservation. Under normal market conditions, the minimum allocation to either fixed income or equity securities is expected to be 25% of the fund's net assets; conversely, the maximum allocation to either fixed income or equity securities at any given time is expected to be 75%. It may invest up to 50% of its net assets in foreign securities. The fund's investments in any one sector may exceed 25% of its net assets.

Looking to diversify beyond OSTVX? The mutual funds below have the lowest correlation with OSTVX — 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 OSTVX.

Best Diversifiers for OSTVX

2 mutual funds have low correlation with OSTVX (below 0.3), 1 of which are negatively correlated. The least correlated is SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund (SIFAX) (Diversified Portfolio) with a 1Y correlation of -0.16, down from 0.11 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
SIFAX
SEI Institutional Managed Trust Multi-Asset Inflat...-0.16-0.000.11
73
Diversified PortfolioOSTVX vs SIFAX
MHELX
MH Elite Small Cap Fund of Funds Fund0.100.180.51
64
Diversified PortfolioOSTVX vs MHELX
FCSRX
Fidelity Advisor Strategic Real Return Fund Class ...0.330.480.55
95
Diversified PortfolioOSTVX vs FCSRX
FSIRX
Fidelity Advisor Strategic Real Return Fund Class ...0.330.480.56
96
Diversified PortfolioOSTVX vs FSIRX
FSRRX
Fidelity Strategic Real Return Fund0.340.480.55
96
Diversified PortfolioOSTVX vs FSRRX
See all 29 diversifiers for OSTVX

To view more results, upgrade your current subscription plan.

Low-Correlation Stock Ideas

If you're looking for individual stocks that move independently from OSTVX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to OSTVX and solid risk/return profiles. The least correlated is Innovative Industrial Properties, Inc. (IIPR) (Real Estate) with a 1Y correlation of 0.33, down from 0.53 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankSector
IIPR
Innovative Industrial Properties, Inc.0.330.430.53
56
Real Estate

Rows per page

1–1 of 1

Diversification Analysis

Build a portfolio that complements OSTVX

Add OSTVX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.

Analyze a portfolio with OSTVX