Looking to diversify beyond OTRFX? The mutual funds below have the lowest correlation with OTRFX — 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 OTRFX.
Best Diversifiers for OTRFX
1 mutual funds have low correlation with OTRFX (below 0.3), 1 of which are negatively correlated. The least correlated is BlackRock Tactical Opportunities Fund (PCBAX) (Macro Trading) with a 1Y correlation of -0.01, roughly unchanged from 0.04 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| BlackRock Tactical Opportunities Fund | -0.01 | 0.06 | 0.04 | 81 | Macro Trading | OTRFX vs PCBAX | |
| Catalyst/Millburn Hedge Strategy Fund | 0.35 | 0.05 | 0.06 | 91 | Macro Trading | OTRFX vs MBXAX | |
| Quantified Evolution Plus Fund | 0.42 | 0.41 | 0.34 | 87 | Tactical Allocation | OTRFX vs QEVOX | |
| Rational/ReSolve Adaptive Asset Allocation Fund | 0.47 | 0.24 | 0.23 | 80 | Macro Trading | OTRFX vs RDMIX | |
| Kensington Managed Income Fund | 0.50 | 0.56 | — | 61 | Nontraditional Bonds | OTRFX vs KAMIX |
See all 7 diversifiers for OTRFX
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