Looking to diversify beyond BCSSX? The mutual funds below have historically moved differently from BCSSX, 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 BCSSX
1 mutual funds have low correlation with BCSSX (below 0.3), 0 of which are negatively correlated. The least correlated is Federated Hermes MDT Small Cap Growth Fund (QISGX) (Small Cap Growth Equities) with a 1Y correlation of 0.22, down from 0.69 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Federated Hermes MDT Small Cap Growth Fund | 0.22 | 0.50 | 0.69 | 71 | Small Cap Growth Equities | BCSSX vs QISGX | |
| Needham Aggressive Growth Fund Institutional Class | 0.37 | 0.60 | 0.69 | 60 | Small Cap Growth Equities | BCSSX vs NEAIX | |
| Needham Aggressive Growth Fund | 0.37 | 0.60 | 0.69 | 60 | Small Cap Growth Equities | BCSSX vs NEAGX | |
| Oberweis Micro Cap Fund | 0.38 | 0.64 | 0.70 | 79 | Small Cap Growth Equities | BCSSX vs OBMCX | |
| Driehaus Micro Cap Growth Fund | 0.39 | 0.63 | 0.71 | 82 | Small Cap Growth Equities | BCSSX vs DMCRX |
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