Looking to diversify beyond OWLLX? The mutual funds below have the lowest correlation with OWLLX — 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 OWLLX.
Best Diversifiers for OWLLX
0 mutual funds have low correlation with OWLLX (below 0.3), 0 of which are negatively correlated. The least correlated is Aegis Value Fund (AVALX) (Small Cap Value Equities) with a 1Y correlation of 0.36, down from 0.48 over 3 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Aegis Value Fund | 0.36 | 0.48 | — | 94 | Small Cap Value Equities | OWLLX vs AVALX | |
| Bridgeway Ultra Small Company Market Fund | 0.70 | 0.77 | — | 79 | Small Cap Value Equities | OWLLX vs BRSIX | |
| Third Avenue Small Cap Value Fund | 0.78 | 0.77 | — | 78 | Small Cap Value Equities | OWLLX vs TASCX | |
| Royce Special Equity Fund | 0.81 | 0.86 | — | 75 | Small Cap Value Equities | OWLLX vs RYSEX | |
| Invesco Small Cap Value Fund | 0.83 | 0.89 | — | 89 | Small Cap Value Equities | OWLLX vs VSCAX |
See all 17 diversifiers for OWLLX
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