Looking to diversify beyond OTCKX? The mutual funds below have the lowest correlation with OTCKX — 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 OTCKX.
Best Diversifiers for OTCKX
0 mutual funds have low correlation with OTCKX (below 0.3), 0 of which are negatively correlated. The least correlated is Essex Environmental Opportunities Fund (EEOFX) (Mid Cap Growth Equities) with a 1Y correlation of 0.68, roughly unchanged from 0.78 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Essex Environmental Opportunities Fund | 0.68 | 0.72 | 0.78 | 66 | Mid Cap Growth Equities | OTCKX vs EEOFX | |
| Tanaka Growth Fund | 0.68 | 0.73 | 0.76 | 53 | Mid Cap Growth Equities | OTCKX vs TGFRX | |
| Needham Growth Fund Institutional Class | 0.74 | 0.75 | 0.81 | 93 | Mid Cap Growth Equities | OTCKX vs NEEIX | |
| Needham Growth Fund | 0.74 | 0.75 | 0.81 | 93 | Mid Cap Growth Equities | OTCKX vs NEEGX | |
| Vanguard Capital Opportunity Fund Investor Shares | 0.78 | 0.81 | 0.86 | 92 | Mid Cap Growth Equities | OTCKX vs VHCOX |
See all 11 diversifiers for OTCKX
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