Looking to diversify beyond BEXIX? The mutual funds below have the lowest correlation with BEXIX — 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 BEXIX.
Best Diversifiers for BEXIX
1 mutual funds have low correlation with BEXIX (below 0.3), 0 of which are negatively correlated. The least correlated is Cliffwater Corporate Lending Fund (CCLFX) (High Yield Bonds) with a 1Y correlation of 0.11, roughly unchanged from 0.09 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Cliffwater Corporate Lending Fund | 0.11 | 0.12 | 0.09 | 100 | High Yield Bonds | BEXIX vs CCLFX | |
| Baron Partners Fund | 0.38 | 0.44 | 0.50 | 52 | Large Cap Growth Equities | BEXIX vs BPTRX | |
| LSV Small Cap Value Fund | 0.41 | 0.45 | 0.51 | 58 | Small Cap Value Equities | BEXIX vs LSVQX | |
| T. Rowe Price Dividend Growth Fund, Inc. | 0.46 | 0.51 | 0.54 | 52 | Large Cap Blend Equities, Dividend | BEXIX vs PRDGX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 0.48 | 0.62 | 0.69 | 87 | Emerging Markets Diversified | BEXIX vs ESCIX |
See all 37 diversifiers for BEXIX
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