Looking to diversify beyond OTCKX? The mutual funds below have historically moved differently from OTCKX, 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 OTCKX
0 mutual funds have low correlation with OTCKX (below 0.3), 0 of which are negatively correlated. The least correlated is MFS Value Fund (MEIKX) (Large Cap Value Equities) with a 1Y correlation of 0.51, down from 0.71 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| MFS Value Fund | 0.51 | 0.61 | 0.71 | 75 | Large Cap Value Equities | OTCKX vs MEIKX | |
| MFS Value Fund Class I | 0.52 | 0.61 | 0.71 | 74 | Large Cap Value Equities | OTCKX vs MEIIX | |
| MFS Value Fund | 0.52 | 0.61 | 0.71 | 73 | Large Cap Value Equities | OTCKX vs MEIAX | |
| Tributary Small Company Fund | 0.68 | 0.71 | 0.76 | 65 | Small Cap Blend Equities | OTCKX vs FOSCX | |
| MFS International Diversification Fund | 0.70 | 0.66 | 0.71 | 57 | Foreign Large Cap Equities | OTCKX vs MDIJX |
To view more results, upgrade your current subscription plan.
Build a portfolio that complements OTCKX
Add OTCKX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with OTCKX