Looking to diversify beyond OTCAX? The mutual funds below have the lowest correlation with OTCAX — 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 OTCAX.
Best Diversifiers for OTCAX
0 mutual funds have low correlation with OTCAX (below 0.3), 0 of which are negatively correlated. The least correlated is Baron Focused Growth Fund Institutional Shares (BFGIX) (Mid Cap Growth Equities) with a 1Y correlation of 0.66, down from 0.80 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Baron Focused Growth Fund Institutional Shares | 0.66 | 0.76 | 0.80 | 54 | Mid Cap Growth Equities | OTCAX vs BFGIX | |
| Essex Environmental Opportunities Fund | 0.68 | 0.72 | 0.78 | 63 | Mid Cap Growth Equities | OTCAX vs EEOFX | |
| Tanaka Growth Fund | 0.68 | 0.73 | 0.76 | 52 | Mid Cap Growth Equities | OTCAX vs TGFRX | |
| BlackRock Equity Dividend Fund | 0.70 | 0.67 | 0.70 | 71 | Large Cap Value Equities | OTCAX vs MADVX | |
| Fidelity Select Tech Hardware Portfolio | 0.70 | 0.74 | 0.80 | 98 | Technology Equities | OTCAX vs FDCPX |
See all 21 diversifiers for OTCAX
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