Looking to diversify beyond BERCX? The mutual funds below have the lowest correlation with BERCX — 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 BERCX.
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 0.38, down from 0.51 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Chartwell Income Fund | 0.38 | 0.45 | 0.51 | 58 | Diversified Portfolio | BERCX vs BERIX | |
| Chartwell Short Duration High Yield Fund | 0.46 | 0.48 | 0.45 | 97 | High Yield Bonds | BERCX vs CWFIX | |
| Carillon ClariVest International Stock Fund | 0.60 | 0.62 | 0.69 | 89 | Foreign Large Cap Equities | BERCX vs EISIX | |
| Chartwell Small Cap Growth Fund | 0.69 | 0.71 | 0.76 | 84 | Small Cap Growth Equities | BERCX vs CWSGX | |
| Invesco Value Opportunities Fund | 0.76 | 0.78 | 0.84 | 81 | Mid Cap Value Equities | BERCX vs VVOAX |
See all 26 diversifiers for BERCX
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Diversification Analysis
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