Osterweis Emerging Correlations

Mutual Funds . USA . 
Fund . Osterweis Emerging Opportunity
OSTGX Fund  USD 15.82  0.07  0.44%   
The current 90-days correlation between Osterweis Emerging and Precious Metals And is -0.44 (i.e., Very good diversification). The correlation of Osterweis Emerging is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak. If the correlation is 0, the equities are not correlated; they are entirely random.

Osterweis Emerging Correlation With Market

Very poor diversification

The correlation between Osterweis Emerging Opportunity and DJI is 0.81 (i.e., Very poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Osterweis Emerging Opportunity and DJI in the same portfolio, assuming nothing else is changed.
  
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Osterweis Emerging Opportunity. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in price.

Moving together with Osterweis Mutual Fund

  0.97OSTFX Osterweis Fund InvestorPairCorr
  0.62OSTIX Osterweis StrategicPairCorr
  0.96OSTVX Osterweis StrategicPairCorr
  0.7VSGAX Vanguard Small CapPairCorr
  0.73VEXPX Vanguard ExplorerPairCorr
  0.73VEXRX Vanguard ExplorerPairCorr
  0.68JGMIX Janus TritonPairCorr
  0.68JGMRX Janus TritonPairCorr
  0.68JGMAX Janus TritonPairCorr
  0.68JGMCX Janus TritonPairCorr
  0.68JGMNX Janus TritonPairCorr
  0.95IBARX Ivy BalancedPairCorr
  0.64PSFAX Short Term FundPairCorr
  0.95EPLDX Mainstay Epoch EquityPairCorr
  0.76LIOTX Issachar Fund ClassPairCorr
  0.97JHBAX John Hancock FundsPairCorr
  0.89JNVIX Jensen Quality ValuePairCorr
  0.93PBHAX Prudential High YieldPairCorr
  0.96ARRQX Aristotle Value EquityPairCorr
  0.84SSTYX Wells Fargo ShortPairCorr
  0.95RDWCX American Funds DevelopingPairCorr
  0.61OCSGX Optimum Small MidPairCorr
  0.97WABMOX WabmoxPairCorr
  0.85XWDIX Western Asset DiversifiedPairCorr
  0.63RYPNX Royce OpportunityPairCorr
  0.87NUVBX Nuveen IntermediatePairCorr
  0.96GMWAX Gmo Global AssetPairCorr
  0.97CAMRX Calvert Moderate AllPairCorr

Related Correlations Analysis

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Risk-Adjusted Indicators

There is a big difference between Osterweis Mutual Fund performing well and Osterweis Emerging Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Osterweis Emerging's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

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