Looking to diversify beyond BCRIX? The mutual funds below have historically moved differently from BCRIX, 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 BCRIX
3 mutual funds have low correlation with BCRIX (below 0.3), 3 of which are negatively correlated. The least correlated is Virtus AlphaSimplex Managed Futures Strategy Fund Class I (ASFYX) (Systematic Trend) with a 1Y correlation of -0.06, up from -0.33 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Virtus AlphaSimplex Managed Futures Strategy Fund ... | -0.06 | -0.14 | -0.33 | 66 | Systematic Trend | BCRIX vs ASFYX | |
| BlackRock Global Equity Market Neutral Fund | -0.02 | -0.01 | 0.00 | 97 | Equity Market Neutral | BCRIX vs BDMAX | |
| BlackRock Global Equity Market Neutral Fund Class ... | -0.02 | -0.00 | 0.01 | 97 | Equity Market Neutral | BCRIX vs BDMIX | |
| BlackRock Enhanced Equity Dividend Trust | 0.32 | 0.23 | 0.14 | 64 | Derivative Income | BCRIX vs BDJ | |
| iShares S&P 500 Index Fund Class K | 0.33 | 0.21 | 0.15 | 63 | S&P 500 | BCRIX vs WFSPX |
To view more results, upgrade your current subscription plan.
Build a portfolio that complements BCRIX
Add BCRIX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with BCRIX