Looking to diversify beyond BERCX? The mutual funds below have historically moved differently from BERCX, 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 BERCX
0 mutual funds have low correlation with BERCX (below 0.3), 0 of which are negatively correlated. The least correlated is Chartwell Income Fund (BERIX) (Diversified Portfolio) with a 1Y correlation of 0.37, down from 0.50 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Chartwell Income Fund | 0.37 | 0.43 | 0.50 | 80 | Diversified Portfolio | BERCX vs BERIX | |
| Chartwell Short Duration High Yield Fund | 0.45 | 0.47 | 0.45 | 97 | High Yield Bonds | BERCX vs CWFIX | |
| Carillon ClariVest International Stock Fund | 0.58 | 0.60 | 0.67 | 86 | Foreign Large Cap Equities | BERCX vs EISIX | |
| Chartwell Small Cap Growth Fund | 0.64 | 0.69 | 0.74 | 66 | Small Cap Growth Equities | BERCX vs CWSGX | |
| Hotchkis & Wiley Mid-Cap Value Fund | 0.69 | 0.82 | 0.84 | 85 | Mid Cap Value Equities | BERCX vs HWMIX |
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