Looking to diversify beyond BBSGX? The mutual funds below have the lowest correlation with BBSGX — 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 BBSGX.
Best Diversifiers for BBSGX
8 mutual funds have low correlation with BBSGX (below 0.3), 1 of which are negatively correlated. The least correlated is DFA Two-Year Fixed Income Portfolio (DFCFX) (Short-Term Bond) with a 1Y correlation of -0.03, down from 0.33 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA Two-Year Fixed Income Portfolio | -0.03 | 0.02 | 0.33 | 64 | Short-Term Bond | BBSGX vs DFCFX | |
| Sterling Capital Behavioral Large Cap Value Equity... | 0.03 | 0.09 | 0.05 | 89 | Large Cap Value Equities | BBSGX vs BBISX | |
| Sterling Capital Stratton Small Cap Value Fund | 0.05 | 0.09 | 0.06 | 68 | Small Cap Blend Equities | BBSGX vs STSCX | |
| Leader Short Term High Yield Bond Fund | 0.06 | 0.16 | 0.19 | 74 | Short-Term Bond | BBSGX vs LCCMX | |
| DFA Short-Duration Real Return Portfolio | 0.16 | 0.23 | 0.35 | 99 | Short-Term Bond | BBSGX vs DFAIX |
See all 18 diversifiers for BBSGX
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