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 BlackRock Equity Dividend Fund (MADVX) (Large Cap Value Equities) with a 1Y correlation of 0.67, roughly unchanged from 0.70 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| BlackRock Equity Dividend Fund | 0.67 | 0.65 | 0.70 | 79 | Large Cap Value Equities | OTCAX vs MADVX | |
| Tanaka Growth Fund | 0.69 | 0.73 | 0.77 | 53 | Mid Cap Growth Equities | OTCAX vs TGFRX | |
| Fidelity Select Tech Hardware Portfolio | 0.72 | 0.75 | 0.80 | 97 | Technology Equities | OTCAX vs FDCPX | |
| Needham Growth Fund | 0.77 | 0.76 | 0.81 | 82 | Mid Cap Growth Equities | OTCAX vs NEEGX | |
| Needham Growth Fund Institutional Class | 0.77 | 0.76 | 0.82 | 83 | Mid Cap Growth Equities | OTCAX vs NEEIX |
See all 17 diversifiers for OTCAX
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