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Bridge Builder Small/Mid Cap Value Fund (BBVSX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 23, 2026

The fund invests, under normal market conditions, at least 80% of its net assets (plus the amount of borrowings for investment purposes) in the securities of small and mid capitalization companies and other instruments, such as certain investment companies, that seek to track the performance of securities of small and mid capitalization companies. It may invest in securities issued by U.S. and foreign entities.

Looking to diversify beyond BBVSX? The mutual funds below have the lowest correlation with BBVSX — 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 BBVSX.

Best Diversifiers for BBVSX

1 mutual funds have low correlation with BBVSX (below 0.3), 0 of which are negatively correlated. The least correlated is Bridge Builder Municipal Bond Fund (BBMUX) (Municipal Bonds) with a 1Y correlation of 0.22, up from 0.08 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
BBMUX
Bridge Builder Municipal Bond Fund0.220.140.08
70
Municipal BondsBBVSX vs BBMUX
JEMDX
JPMorgan Emerging Markets Debt Fund0.400.350.34
81
Emerging Markets BondsBBVSX vs JEMDX
DFEVX
DFA Emerging Markets Value Portfolio0.430.490.55
88
Emerging Markets DiversifiedBBVSX vs DFEVX
EVIBX
Eaton Vance Income Fund of Boston0.450.470.48
66
High Yield BondsBBVSX vs EVIBX
PHYQX
PGIM High Yield Fund Class R60.470.460.47
72
High Yield BondsBBVSX vs PHYQX
See all 33 diversifiers for BBVSX

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Low-Correlation Stock Ideas

If you're looking for individual stocks that move independently from BBVSX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to BBVSX and solid risk/return profiles. The least correlated is U.S. Bancorp (USB) (Financial Services) with a 1Y correlation of 0.60, roughly unchanged from 0.70 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankSector
USB
U.S. Bancorp0.600.660.70
83
Financial Services

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