Looking to diversify beyond BBNTX? The mutual funds below have the lowest correlation with BBNTX — 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 BBNTX.
Best Diversifiers for BBNTX
12 mutual funds have low correlation with BBNTX (below 0.3), 0 of which are negatively correlated. The least correlated is DFA NY Municipal Bond Portfolio (DNYMX) (Municipal Bonds) with a 1Y correlation of 0.16, down from 0.42 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA NY Municipal Bond Portfolio | 0.16 | 0.31 | 0.42 | 99 | Municipal Bonds | BBNTX vs DNYMX | |
| Sterling Capital Behavioral Large Cap Value Equity... | 0.18 | 0.13 | 0.06 | 92 | Large Cap Value Equities | BBNTX vs BBISX | |
| Sterling Capital Stratton Small Cap Value Fund | 0.20 | 0.12 | 0.08 | 83 | Small Cap Blend Equities | BBNTX vs STSCX | |
| Sterling Capital Stratton Mid Cap Value Fund | 0.22 | 0.14 | 0.10 | 55 | Mid Cap Blend Equities | BBNTX vs STRGX | |
| DFA California Short Term Municipal Bond Portfolio | 0.23 | 0.33 | 0.42 | 99 | Municipal Bonds | BBNTX vs DFCMX |
See all 26 diversifiers for BBNTX
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