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
116 mutual funds have low correlation with BATVX (below 0.3), 11 of which are negatively correlated. The least correlated is DFA California Short Term Municipal Bond Portfolio (DFCMX) (Municipal Bonds) with a 1Y correlation of -0.06, roughly unchanged from -0.02 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| 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 | -0.04 | -0.01 | -0.02 | 94 | Municipal Bonds | BATVX vs DCARX | |
| BlackRock Technology Opportunities Fund Investor A | -0.03 | -0.02 | -0.02 | 54 | Technology Equities | BATVX vs BGSAX | |
| DFA Municipal Real Return Portfolio | -0.02 | -0.00 | -0.01 | 96 | Municipal Bonds | BATVX vs DMREX | |
| DFA Short-Term Selective State Municipal Bond Port... | -0.02 | -0.01 | — | 100 | Municipal Bonds | BATVX vs DFABX |
See all 468 diversifiers for BATVX
To view more results, upgrade your current subscription plan.
Diversification Analysis
Build a portfolio that complements BATVX
Add BATVX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with BATVX