Looking to diversify beyond BATVX? The mutual funds below have the lowest correlation with BATVX — 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 BATVX.
Best Diversifiers for BATVX
105 mutual funds have low correlation with BATVX (below 0.3), 10 of which are negatively correlated. The least correlated is AlphaSimplex Managed Futures Strategy Fund Class Y (ASFYX) (Systematic Trend) with a 1Y correlation of -0.08, roughly unchanged from -0.05 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| AlphaSimplex Managed Futures Strategy Fund Class Y | -0.08 | -0.05 | -0.05 | 68 | Systematic Trend | BATVX vs ASFYX | |
| DFA California Short Term Municipal Bond Portfolio | -0.06 | -0.02 | -0.02 | 99 | Municipal Bonds | BATVX vs DFCMX | |
| DFA California Municipal Real Return Portfolio | -0.06 | -0.01 | -0.02 | 97 | Municipal Bonds | BATVX vs DCARX | |
| DFA Municipal Real Return Portfolio | -0.03 | -0.01 | -0.02 | 96 | Municipal Bonds | BATVX vs DMREX | |
| Northern Limited Term Tax-Exempt Fund | -0.02 | 0.02 | 0.04 | 68 | Municipal Bonds | BATVX vs NSITX |
See all 455 diversifiers for BATVX
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