Looking to diversify beyond BEGIX? The mutual funds below have the lowest correlation with BEGIX — 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 BEGIX.
Best Diversifiers for BEGIX
4 mutual funds have low correlation with BEGIX (below 0.3), 0 of which are negatively correlated. The least correlated is Sterling Capital South Carolina Intermediate Tax-Free Fund (BSCIX) (Municipal Bonds) with a 1Y correlation of 0.13, roughly unchanged from 0.09 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Sterling Capital South Carolina Intermediate Tax-F... | 0.13 | 0.12 | 0.09 | 63 | Municipal Bonds | BEGIX vs BSCIX | |
| Sterling Capital West Virginia Intermediate Tax-Fr... | 0.14 | 0.13 | 0.09 | 68 | Municipal Bonds | BEGIX vs OWVAX | |
| Sterling Capital North Carolina Intermediate Tax-F... | 0.20 | 0.15 | 0.10 | 56 | Municipal Bonds | BEGIX vs BBNTX | |
| Sterling Capital Virginia Intermediate Tax Free Fu... | 0.22 | 0.15 | 0.11 | 57 | Municipal Bonds | BEGIX vs BVATX | |
| Rational Equity Armor Fund | 0.36 | 0.52 | 0.65 | 55 | Large Cap Value Equities | BEGIX vs HDCTX |
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