Looking to diversify beyond OTRFX? The mutual funds below have historically moved differently from OTRFX, 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 OTRFX
1 mutual funds have low correlation with OTRFX (below 0.3), 0 of which are negatively correlated. The least correlated is BlackRock Tactical Opportunities Fund (PCBAX) (Multistrategy) with a 1Y correlation of 0.04, roughly unchanged from 0.05 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| BlackRock Tactical Opportunities Fund | 0.04 | 0.07 | 0.05 | 83 | Multistrategy | OTRFX vs PCBAX | |
| Goldman Sachs TacticalTiltOverlayFund | 0.32 | 0.41 | 0.34 | 72 | Tactical Allocation | OTRFX vs TTIFX | |
| Catalyst/Millburn Hedge Strategy Fund | 0.38 | 0.07 | 0.06 | 89 | Multistrategy, Systematic Trend, Global Equities | OTRFX vs MBXAX | |
| Timothy Plan Defensive Strategies Fund Class I | 0.39 | 0.43 | 0.40 | 70 | Tactical Allocation | OTRFX vs TPDIX | |
| Quantified Evolution Plus Fund | 0.43 | 0.41 | 0.34 | 84 | Tactical Allocation | OTRFX vs QEVOX |
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