Looking to diversify beyond BBTBX? The mutual funds below have historically moved differently from BBTBX, which may reduce portfolio volatility when combined in a suitable allocation. The stock ideas table highlights individual companies with the same low-correlation characteristics. Correlation can change and does not guarantee that one asset will rise when another falls.
Best Diversifiers for BBTBX
2 mutual funds have low correlation with BBTBX (below 0.3), 0 of which are negatively correlated. The least correlated is DFA Emerging Markets Value Portfolio (DFEVX) (Emerging Markets Equities) with a 1Y correlation of 0.23, up from 0.09 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA Emerging Markets Value Portfolio | 0.23 | 0.12 | 0.09 | 72 | Emerging Markets Equities | BBTBX vs DFEVX | |
| American Funds New World Fund Class F-3 | 0.25 | 0.18 | 0.15 | 59 | Emerging Markets Equities | BBTBX vs FNWFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | 0.33 | 0.20 | 0.15 | 74 | Large Cap Blend Equities | BBTBX vs VTCLX | |
| Vanguard Dividend Appreciation Index Fund Admiral ... | 0.36 | 0.24 | 0.18 | 77 | Dividend, Large Cap Blend Equities | BBTBX vs VDADX | |
| Dodge & Cox International Stock Fund | 0.39 | 0.26 | 0.17 | 83 | Foreign Large Cap Equities, Large Cap Value Equities, Actively Managed | BBTBX vs DODFX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for BBTBX, and a Risk / Return Rank of 50 or higher. Treat them as research candidates rather than evidence that they will offset a future decline. The least correlated is U.S. Bancorp (USB) (Financial Services) with a 1Y correlation of 0.15, up from 0.05 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| U.S. Bancorp | 0.15 | 0.11 | 0.05 | 89 | Financial Services |
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